Fogel Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Stuart, FL. Its latest Form ADV filing, dated March 27, 2026, reports $437M in regulatory assets under management, 11 employee, and 529 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.4% of total clients.
Top client categories% of clientsClients
1
Individuals
49.4%
130
2
HNWI
41.1%
108
3
Pension Plans
9.1%
24
4
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$437Mas of March 27, 2026
Discretionary100.0%
$437M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$437M
Total Accounts529
10Y AUM Change+$148M (+51.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee24:1
10Y Employee Change+4 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.