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O'HAGAN GROUP, INC.

BETHLEHEM, PA · CRD 315389 · IAPD ↗ · theohagangroup.net · 610-625-8855

$1.25BRegulatory AUM
10Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — O'HAGAN GROUP, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2026 — O'HAGAN GROUP, INC. grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — O'HAGAN GROUP, INC. crossed $1B in regulatory AUM ($807.7M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
66
April 2024 — O'HAGAN GROUP, INC. reported RAUM up 44% ($559.3M -> $807.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.