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Fogel Capital Management
Marc Fogel founded the advisory firm Fogel Capital Management in 1999, establishing a practice in Stuart, Florida, focused on personalized investment...
Fogel Capital Management
Marc Fogel founded the advisory firm Fogel Capital Management in 1999, establishing a practice in Stuart, Florida, focused on personalized investment management. The firm's wealth base derives from the founder's career in financial services and client AUM from high-net-worth and institutional accounts. The firm's investment strategy emphasizes a value-driven approach, allocating capital across equities, fixed income, and cash equivalents. Fogel Capital Management constructs portfolios using individual securities and exchange-traded funds, with a stated bias toward large-cap dividend-paying stocks and investment-grade bonds. Known portfolio holdings have included Berkshire Hathaway and Johnson & Johnson (per SEC 13F filings, 2024). Geographically, the firm focuses on U.S. markets while selectively investing in foreign equities. As of 2025, the firm reports approximately $100 million in regulatory assets under management (per SEC Form ADV, 2025). The team comprises fewer than five employees, with Marc Fogel serving as principal and sole portfolio manager. The firm maintains no additional offices beyond its Stuart headquarters. No adjacent vehicles such as foundations or operating companies have been disclosed. The firm's structural differentiator is its status as a registered investment adviser with a strong emphasis on personal client relationships and a transparent low-fee model. This contrasts with larger institutional asset managers by maintaining a lean team and a straightforward, buy-and-hold discipline without leveraging complex derivatives or alternative investments.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
Location
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Frequently asked questions
Who runs investment decisions at Fogel Capital Management?
Marc Fogel serves as the firm's founder, CEO, and the sole portfolio manager responsible for all investment decisions (per the firm's Form ADV, 2025). The firm operates with a lean team, with Fogel personally overseeing asset allocation and security selection.
What is Fogel Capital Management's investment philosophy?
The firm adheres to a value-oriented, long-term investment philosophy, focusing on high-quality, dividend-paying equities and investment-grade fixed income (per the firm's ADV narrative, 2025). It avoids high-frequency trading, leverage, and alternative assets, instead favoring a buy-and-hold approach for institutional and individual clients.
How does Fogel Capital Management source deal flow and select investments?
The firm relies on fundamental research and publicly available financial data, supplemented by Marc Fogel's proprietary screening models. Investment selection is driven by metrics such as earnings stability, dividend history, and relative valuation, without participation in private placements or complex deal sourcing.
Does Fogel Capital Management participate in fund commitments or only direct deals?
The firm does not manage pooled investment vehicles or commit capital to external funds. Instead, it constructs directly-held portfolios of individual securities and ETFs for clients, operating purely on a discretionary advisory basis.
What are Fogel Capital Management's asset-class allocations?
Client portfolios are typically allocated between domestic equities (60-70%), fixed income (20-30%), and cash equivalents (5-10%), according to regulatory filings. The firm avoids sector concentration and maintains diversification across industries.
Is Fogel Capital Management related to any other investment firms or entities?
No public records indicate that Fogel Capital Management is affiliated with any other investment firm, fund family, or operating business. It operates as an independent registered investment adviser with no disclosed partnerships or corporate parentage.
Where does the underlying wealth managed by Fogel Capital Management come from?
The firm's client base includes high-net-worth individuals, retirement plans, and small institutions in the Southeastern U.S. The wealth is derived from client savings, business ownership, and professional careers, not from a single family fortune or corporate sponsor.
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