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Michael Frederick Fogel

FOGEL CAPITAL MANAGEMENT INC·STUART, Florida
Series 7, Series 63Clean record30 years registeredFOGEL CAPITAL MANAGEMENT INC
453 RIVERSIDE DRIVE, STUART, FL 34994CRD# 1436797Firm CRD# 108212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Frederick Fogel · STUART, FL
Registration
CRD #1436797 · FOGEL CAPITAL MANAGEMENT INC · 30 years registered
Brand Profile
Not yet started
01

Career History

FOGEL CAPITAL MANAGEMENT INC
Mar 1996 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · March 22, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FOGEL CAPITAL MANAGEMENT INC
CRD 108212 · SEC 801-49135
AUM
$351M
Regulatory assets under management
Employees
11
242 client accounts
Services offered by FOGEL CAPITAL MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at FOGEL CAPITAL MANAGEMENT INC →
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05

Frequently Asked Questions

What services does Michael Frederick Fogel offer?
Michael Frederick Fogel specializes in Investment Management, Fee-Only Advisory. Contact their office in STUART, Florida for a consultation.
What are Michael Frederick Fogel's credentials?
Michael Frederick Fogel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Frederick Fogel located?
Michael Frederick Fogel is based in STUART, Florida, working with FOGEL CAPITAL MANAGEMENT INC. Their office serves clients in the STUART metropolitan area and surrounding communities.
How does Michael Frederick Fogel charge for services?
Michael Frederick Fogel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOGEL CAPITAL MANAGEMENT INC?
FOGEL CAPITAL MANAGEMENT INC has approximately 11 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FOGEL CAPITAL MANAGEMENT INC

Charlene Fogel
STUART, FL
Jodi Rachel Tribble
STUART, FL
Marvin Fogel
STUART, FL

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