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FOGEL CAPITAL MANAGEMENT INC
CRD 108212File 801-49135
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.