Investment adviser · CRD 139671
DAY HAGAN ASSET MANAGEMENT
Investment adviser filing (IA)
DONALD L. HAGAN, LLC
SARASOTA, FL, United States · Form ADV filed Oct 23, 2025
- Regulatory AUM
- $843M Form ADV · Item 5.F
- Client accounts
- 587 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 3 | $681,389,302 | 80.8% |
| High-net-worth individuals | 48 | $120,312,661 | 14.3% |
| Individuals | 196 | $41,137,325 | 4.9% |
Filing source
Form ADV 2023349 · Oct 23, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 23, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
1000 S. TAMIAMI TRAILSARASOTA, FL, 34236, United States
CRD 139671
Filing source
Form ADV 2023349 · Oct 23, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.