# Fogel Capital Management Inc

> Fogel Capital Management Inc is an SEC-registered investment advisory firm in Stuart, FL, registered since 1995, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 108212
- Filed as: FOGEL CAPITAL MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stuart, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108212
- AdvisorCensus page: https://advisorcensus.com/firm/fogel-capital-management-inc-stuart-fl-108212

## Quick answers

**How is Fogel Capital Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Fogel Capital Management Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Fogel Capital Management Inc located?**
Fogel Capital Management Inc's principal office is in Stuart, FL, according to its Form ADV.

**Is Fogel Capital Management Inc registered with the SEC or a state?**
Fogel Capital Management Inc is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 108212.

**How much does Fogel Capital Management Inc manage?**
Fogel Capital Management Inc reports $436,744,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Fogel Capital Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Fogel Capital Management Inc: Regulatory assets under management: $305,127,000 in the October 2021 data and $436,744,000 in the October 2026 data, up 43%. Total employees: 10 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fogel Capital Management Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (130); high net worth individuals (108); pension and profit sharing plans (but not the plan participants or government pension plans) (24).

**Which custodians does Fogel Capital Management Inc use?**
Fogel Capital Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Fogel Capital Management Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108212

**Does Fogel Capital Management Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Generally, we do not impose a minimum account value required to open and maintain an advisory account. FCM retains the right to impose such a minimum at our discretion."

**What changed in Fogel Capital Management Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $390,700,000 to $436,744,000 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> Generally, we do not impose a minimum account value required to open and maintain an advisory account. FCM retains the right to impose such a minimum at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $436,744,000
- Discretionary: $436,744,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 130 | $39,350,000 |
| High net worth individuals | 108 | $373,325,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $24,000,000 |
| Charitable organizations | 1 | $69,000 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1995 (31 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fogelcapital.com
- Facebook @fogelcapital
- LinkedIn @fogel-capital-management-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $305,127,000 | 10 | March 31, 2021 |
| October 2022 | $337,792,000 | 11 | March 21, 2022 |
| October 2023 | $303,391,500 | 11 | March 30, 2023 |
| October 2024 | $350,950,000 | 11 | March 28, 2024 |
| October 2025 | $390,700,000 | 11 | March 24, 2025 |
| October 2026 | $436,744,000 | 11 | March 27, 2026 |

Regulatory assets under management: $305,127,000 in the October 2021 data and $436,744,000 in the October 2026 data, up 43%.
Total employees: 10 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $390,700,000 to $436,744,000 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fogel Capital Management Inc (CRD 108212): Form ADV filing data as of October 2026.