FOGEL CAPITAL MANAGEMENT INC
SEC RegisteredInvestment Management Services
About the firm
Fogel Capital Management, Inc. is a Federally Registered investment advisory firm registered with the United States Securities and Exchange Commission, located in Stuart, FL and New York, NY. The firm specializes in the management of equity and income-producing investments, with a primary operating objective of the growth and preservation of capital. Fogel Capital Management, Inc. was formed in 1995, with roots dating back to 1968.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning (including IRAs, 401ks, Defined Benefit Plans, Defined Contribution Plans, and Profit Sharing Plans), trust and guardianship administration, and portfolio management with a focus on equity and income-producing investments.
Who they serve
Individuals, Trusts & Guardianships, Institutions, Retirement Funds, Family Offices, Native American governments, high net worth individuals, retirement plans, and physically and mentally impaired individuals in its trust management division.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 130 | $39M |
| High Net Worth Individuals | 108 | $373M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 24 | $24M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FOGEL CAPITAL MANAGEMENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.