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FOGEL CAPITAL MANAGEMENT INC
CRD 108212File 801-49135
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$436.7M
Below cohort median (national)
Discretionary AUM
$436.7M
Clients
263
529 accounts
Employees
11
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 31, 1995
- Principal office
- 453 RIVERSIDE DRIVE, STUART, FL, 34994
- Phone
- 772-223-9686
- Website
- HTTP://WWW.FOGELCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $436.7M
- Discretionary AUM
- $436.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 529
- Non-discretionary accounts
- 0
- Total accounts
- 529
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $69K |
| High net worth individuals | 108 | $373.3M |
| Pension and profit sharing plans | 24 | $24.0M |
| Individuals (other than high net worth individuals) | 130 | $39.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 259 | 263 | increased by4 |
| Apr 1, 2026 | AUM | $390,700,000 | $436,744,000 | increased by$46,044,000 |
| Apr 1, 2026 | Accounts | 468 | 529 | increased by61 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 264 | 259 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $337,792,000 | $390,700,000 | increased by$52,908,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 264 | 468 | increased by204 |
| Apr 1, 2022 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2022 | Clients | 214 | 264 | increased by50 |
| Apr 1, 2022 | AUM | $305,127,000 | $337,792,000 | increased by$32,665,000 |
| Apr 1, 2022 | Accounts | 362 | 264 | decreased by98 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FOGEL CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FOGEL CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.