Formed as a single-family office in 2003, Hagan Capital Group initially focused on direct investments, market trading, and private investment events. Since its founding, the firm has advised on transactions and investments exceeding $2.5 billion for funds, accredited investors, family offices, and investment management firms.

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In 2017, Hagan Capital Group transitioned into a commercial financial services company and, in 2022, evolved into a fund advisory, business strategy, and consulting boutique. Today, it operates as a private fund advisor and commercial consultant across multiple financial sectors.

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Founder Chad Hagan is also an author, with a family office investing book published by Palgrave (Springer) that explores the global industry behind family offices. Beyond finance, he is an active investor and company director in various industries across the United States and the United Kingdom.

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Hagan Capital Strategies is managed by a small team in Atlanta, with an extended team of consultants and partner-advisers across the United States. We believe in low-volume, high-touch, boutique project management. Hagan Capital Strategies is owned and operated by Wessex Investments International, the successor to Hagan Capital Group’s single-family office structure. Wessex was established in 2017 to oversee business and philanthropic concerns formerly affiliated with Hagan Capital Group’s management.