Fogel Capital Management Inc
● SEC registered since 1995CRD 108212SEC# 801-49135Stuart, FL
Reg. AUM
$436.7M
Employees
11
Accounts
529
Location
Stuart, FL
About Fogel Capital Management
Fogel Capital Management designs investment strategies around each client's financial situation, adjusting for lifestyle needs, opportunities, and market shifts. It builds portfolios to react in the client's best interest.
Summary based on the firm’s website.
Fogel Capital Management Inc assets under management
Fogel Capital Management Inc is an SEC-registered investment adviser based in Stuart, FL. The firm has been registered since 1995. It reports $436.7 million in regulatory assets under management and employs 11 people.
Fogel Capital Management Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jodi Rachel Tribble Control | Chief Compliance Officer | Under 5% | 2025 |
| Michael Frederick Fogel Control | President/Cfo | 50-75% | 2001 |
Frequently asked questions
How much does Fogel Capital Management Inc manage?
Fogel Capital Management Inc reports $436.7 million in regulatory assets under management on its Form ADV.
How many employees does Fogel Capital Management Inc have?
Fogel Capital Management Inc reports 11 employees.
Where is Fogel Capital Management Inc located?
Fogel Capital Management Inc is based in Stuart, FL and has been SEC-registered since 1995.
Does Fogel Capital Management Inc disclose fund performance?
Fogel Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 453 Riverside Drive, Stuart, FL 34994 |
| Phone | 772-223-9686 |
| Fax | 772-223-3453 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$436.7M▲ 12%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,369 advisers
EmployeesTop 38%
More than 62% of 16,804 advisers
Assets under management
$436.7Mregulatory AUM
Discretionary $436.7M