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Fogel Capital Management Inc

● SEC registered since 1995CRD 108212SEC# 801-49135Stuart, FL
Export (members)
Reg. AUM
$390.7M
Employees
11
Accounts
468
Location
Stuart, FL

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 $390.7 million in regulatory assets under management and employs 11 people.

Fogel Capital Management Inc owners & executives

2 reported
NameTitleOwnershipSince
Jodi Rachel Tribble ControlChief Compliance OfficerUnder 5%2025
Michael Frederick Fogel ControlPresident/Cfo50-75%2001

Frequently asked questions

How much does Fogel Capital Management Inc manage?

Fogel Capital Management Inc reports $390.7 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

Address453 Riverside Drive, Stuart, FL 34994
Phone772-223-9686
Fax772-223-3453
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$390.7M
Non-discretionary$0
Total (RAUM)$390.7M