FOGEL CAPITAL MANAGEMENT INC
Firm details
- Headquarters
- STUART, Florida
- CRD number
- 108212
- Registered since
- May 31, 1995
- Website
- fogelcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.48%
- Individuals9.01%
- Pension & Profit Sharing Plans5.5%
- Charitable Organizations0.02%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fogel Capital Management Inc. is a corporate-structured registered adviser that has been operating since 1995 and is owned by an individual. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its stated advisory activities focus on portfolio management for individuals and small businesses and on selecting third-party advisers, reflecting a role as a capital allocator rather than a single-strategy manager. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- US Government Bonds22%
- State & Local Bonds16%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds3%
Owners & executives
2 of 2JODI TRIBBLE
Chief Compliance OfficerCRD 4726516
MICHAEL FOGEL
President and Chief Investment OfficerCRD 1436797
Contacts
3 of 6Casey West
Investment AdvisorCRD 6862161
Deena Jones
Trust AdministratorCRD 7044816
Nicholas Skillman
Vice President, Portfolio ManagementCRD 7171011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$19.5M in ETFs
100%
$19.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $5.9M | 9,040 | 30.19% |
Location
STUART, FL
MARTIN
Location
STUART, FL
Headquartered in STUART, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MARTIN
- Address
- 453 SE Riverside Dr
- Time zone
- ET (UTC-5)
- Office locations
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