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 operates as an independent, owner-operated registered investment adviser and has been SEC-registered since 1995. The firm bills on a percentage-of-AUM basis and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services emphasize discretionary portfolio management for individuals and small businesses and include the selection of third‑party advisers and managers. The firm does not present itself as an ESG investor and is not identified as a multi-state adviser or pension consultant in the source data. Classification and operational details point to a boutique RIA model that outsources or partners for specialized strategies when appropriate.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$22.3M in ETFs
100%
$22.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $7.2M | 9,428 | 32.21% |
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
Similar firms
Victrix Investment Advisors
RIAStuart, FL
Spectra Investment Management, LLC
RIAStuart, FL
Dunn Capital Management
RIAStuart, FL
Ralicki Wealth Management & Trust Services
RIAStuart, FL
Peak Capital Management
RIAStuart, FL
Integritt Wealth Management, LLC
RIAStuart, FL