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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

O'HAGAN GROUP, INC.

CRD 315389

BETHLEHEM, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ba5274e-73f0-908f-1b5d-e65faee9067a

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Jun 14, 2021 to Mar 30, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $139Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 10
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,601
Individual clients: 506
High net worth clients: 394
Custody, client assets: $1.2B
SEC number: 801-121753
CRD: 315389
Filings on the tape: 8
First filed: Jun 14, 2021
Latest filed: Mar 30, 2026
Organised: Corporation, PA
Website: theohagangroup.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
FREDRICK JAMES ROBINSON	n/a	MORRIS, IL	4	39	4	yes
JOHN CHARLES FONTANA	n/a	BETHLEHEM, PA	4	39	3	no
GREGORY HOLLAND	n/a	BETHLEHEM, PA \| Tierra Verde, FL	4	37	2	no
PATRICK JOSEPH BURKE	n/a	BETHLEHEM, PA	4	45	3	no
JOHN JOSEPH O'HAGAN	n/a	BETHLEHEM, PA	4	38	6	yes
ANGELA MARIE COUGLE	n/a	BETHLEHEM, PA	4	16	3	no
Dell Vivien Spiva	n/a	BETHLEHEM, PA \| TAMPA, FL	4	19	2	no
BRYCEN ZANE HOLLAND	n/a	BETHLEHEM, PA	4	11	n/a	no
Gabriel Edward Karslo	n/a	BETHLEHEM, PA \| Denver, CO	1	12	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
O'HAGAN, JOHN, JOSEPH	President	E	yes	12/2010	Mar 30, 2026	Mar 30, 2026
ROBINSON, FREDRICK, JAMES	CHIEF COMPLIANCE OFFICER	Na	yes	06/2021	Mar 30, 2026	Mar 30, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Morris	IL	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.2B	$1.2B	10	10	2	n/a	n/a
2024	Mar 26, 2025	$1.0B	$1.0B	11	8	1	n/a	n/a
2023	Mar 28, 2024	$808M	$808M	8	8	1	n/a	n/a
2022	Mar 20, 2023	$559M	$559M	8	8	1	n/a	n/a
2021	Mar 18, 2022	$612M	$612M	10	8	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.0B	22.3%	$559M	30.7%	10	11	2	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARBOR POINT ADVISORS	5	Sep 30, 2021	Oct 1, 2021	BETHLEHEM, PA	Team lift out	Ibd to new firm	2.3%

Relationships

Registered with (9)

← Gabriel Edward KarsloAdvisorregistration: current employment
Apr 1, 2025 to presentfactForm ADV
← BRYCEN ZANE HOLLANDAdvisorregistration: current employment
Jan 24, 2022 to presentfactForm ADV
← Dell Vivien SpivaAdvisorregistration: current employment
Jan 14, 2022 to presentfactForm ADV
← JOHN JOSEPH O'HAGANAdvisorregistration: current employment
Oct 1, 2021 to presentfactForm ADV
← ANGELA MARIE COUGLEAdvisorregistration: current employment
Oct 1, 2021 to presentfactForm ADV
← FREDRICK JAMES ROBINSONAdvisorregistration: current employment
Sep 30, 2021 to presentfactForm ADV
← JOHN CHARLES FONTANAAdvisorregistration: current employment
Sep 30, 2021 to presentfactForm ADV
← GREGORY HOLLANDAdvisorregistration: current employment
Sep 30, 2021 to presentfactForm ADV
← PATRICK JOSEPH BURKEAdvisorregistration: current employment
Sep 30, 2021 to presentfactForm ADV

Controls (2)

← ROBINSON, FREDRICK, JAMESOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 14, 2021 to Mar 28, 2024factForm ADV
← O'HAGAN, JOHN, JOSEPHOwnerPRESIDENT, ownership code E, individual
Jun 14, 2021 to Mar 28, 2024factForm ADV

Moved with (1)

← ARBOR POINT ADVISORSRegistered adviser5 advisors, team lift out, same day
Sep 30, 2021 to Oct 1, 2021factForm ADV

Dated events

Occurred
Mar 26, 2025
Regulatory AUM changed
O'Hagan Group, Inc. reported RAUM $1.0B, up 27% from $807.7M (2024-03-28 to 2025-03-26)
Form ADVobserved 6 days ago
$214M
Occurred
Mar 28, 2024
Regulatory AUM changed
O'Hagan Group, Inc. reported RAUM $807.7M, up 44% from $559.3M (2023-03-20 to 2024-03-28)
Form ADVobserved 6 days ago
$248M
Occurred
Jun 14, 2021
First Form ADV filing
O'Hagan Group, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6ba5274e-73f0-908f-1b5d-e65faee9067a
First observed: Jun 14, 2021
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

O'HAGAN GROUP, INC.

CRD 315389

BETHLEHEM, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ba5274e-73f0-908f-1b5d-e65faee9067a

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:54 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

FREDRICK JAMES ROBINSON

n/a

MORRIS, IL

yes

JOHN CHARLES FONTANA

n/a

BETHLEHEM, PA

GREGORY HOLLAND

n/a

BETHLEHEM, PA | Tierra Verde, FL

PATRICK JOSEPH BURKE

n/a

BETHLEHEM, PA

JOHN JOSEPH O'HAGAN

n/a

BETHLEHEM, PA

yes

ANGELA MARIE COUGLE

n/a

BETHLEHEM, PA

Dell Vivien Spiva

n/a

BETHLEHEM, PA | TAMPA, FL

BRYCEN ZANE HOLLAND

n/a

BETHLEHEM, PA

n/a

Gabriel Edward Karslo

n/a

BETHLEHEM, PA | Denver, CO

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

O'HAGAN, JOHN, JOSEPH

President

yes

12/2010

Mar 30, 2026

ROBINSON, FREDRICK, JAMES

CHIEF COMPLIANCE OFFICER

yes

06/2021

Mar 30, 2026

City

State

Country

Employees

Also broker-dealer

Morris

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.2B

n/a

2024

Mar 26, 2025

$1.0B

n/a

2023

Mar 28, 2024

$808M

n/a

2022

Mar 20, 2023

$559M

n/a

2021

Mar 18, 2022

$612M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.0B

22.3%

$559M

30.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARBOR POINT ADVISORS

Sep 30, 2021

Oct 1, 2021

BETHLEHEM, PA

Team lift out

Ibd to new firm

2.3%