O'Hagan Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bethlehem, PA. Its latest Form ADV filing, dated March 30, 2026, reports $1.2B in regulatory assets under management, 10 employees, 2 offices, and 1,601 accounts.
Assets Under Management
$1.2B
Employees
10
Offices
2 offices
Total Clients
900
Primary office
BETHLEHEM, PA
1429 WEST BROAD STREET, BETHLEHEM, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.2% of total clients.
Top client categories% of clientsClients
1
Individuals
56.2%
506
2
HNWI
43.8%
394
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 30, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts1,601
10Y AUM Change+$1.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee90:1
10Y Employee Change-4 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.