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.

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.

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.

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.

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.

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.

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.