FOGEL CAPITAL MANAGEMENT INC

STUART, Florida·5 registered advisors·CRD# 108212
SEC# 801-491350772-223-9686
01

Firm Overview

AUM
$351M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at FOGEL CAPITAL MANAGEMENT INC

5 registered advisors
Charlene Fogel
STUART, Florida
Jodi Rachel Tribble
STUART, Florida
Marvin Fogel
STUART, Florida
Michael Frederick Fogel
STUART, Florida
Sheila Ruiz
STUART, Florida
05

Office Locations

STUART, Florida
5 advisors

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Data sourced from SEC Form ADV filings. FOGEL CAPITAL MANAGEMENT INC (CRD# 108212) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.