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FOGEL CAPITAL MANAGEMENT INC
CRD 108212 · SEC 801-49135
453 RIVERSIDE DRIVE, STUART, FL, 34994, United States
Phone
772-223-9686
Fax
772-223-3453
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$436.7M
Discretionary AUM
$436.7M
Team
11 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $39.4M |
| High net worth individuals | 108 | $373.3M |
| Pension/profit sharing plans | 24 | $24.0M |
| Charitable organizations | 1 | $69K |
States served
NJ, NY, FL
All web addresses on file
Official SEC filing: View on IAPD