# Fogel Capital Management

Fogel Capital Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 108212
- **SEC file number:** 801-49135
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-27T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108212

## About

FOGEL CAPITAL MANAGEMENT INC is an SEC-registered investment adviser in STUART, FL, registered since 1995. The firm manages approximately $437 million in assets. It has 11 employees and 7 investment advisers.

## Questions

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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