Fogel Capital Management Inc
Fogel Capital Management Inc is an SEC-registered wealth manager in Stuart, FL with $436.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Fogel Capital Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108212, SEC 801-49135, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $436.7M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Stuart, FL
- Employees
- 11
- Clients
- 263
- CRD
- 108212
- Ownership
- FOGEL, MARVIN; FOGEL, CHARLENE; FOGEL, MICHAEL, FREDERICK; Ruiz, Sheila; TRIBBLE, JODI, RACHEL
How much AUM does Fogel Capital Management Inc have?
Fogel Capital Management Inc reported $436.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Fogel Capital Management Inc?
Disclosed owners and executives of Fogel Capital Management Inc include FOGEL, MARVIN, FOGEL, CHARLENE, FOGEL, MICHAEL, FREDERICK, Ruiz, Sheila, TRIBBLE, JODI, RACHEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.