Fogel Capital Management Inc logo

Fogel Capital Management Inc

Updated today

Client assets under management

$412,675,000

Clients

238

45% high-net worth

Advisors

6

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

40

Low

Average account size

$1,733,929

About

Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations, managing roughly $438 million in discretionary assets for about 238 client households with a six-person advisory team. The firm generally operates on a discretionary basis and requests trading authorization to execute investment decisions, while also offering non-discretionary management upon written request.

Investment decisions draw on a mix of fundamental and technical analysis, including charting, and the firm employs strategies such as long- and short-term buy-and-hold, options trading, short sales and margin transactions. FCM explicitly permits the use of borrowing within separately managed accounts and trading on margin, practices that can increase portfolio turnover and add interest and other costs and risks for clients.

Compared with many team peers, FCM’s documented use of margin and borrowing inside client accounts is a notable operational distinction that can materially affect risk-return dynamics. The firm also maintains written ethics, proxy voting and business continuity policies, uses Schwab Institutional for custody and execution, and provides regular independent custodian statements while arranging contractual fee withdrawals.

Client services

Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies

Fee options

Fixed

Flat fee of $975 for clients requiring annual court report filing, negotiable

Percentage

$0 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%

Other

Minimum fee: Flat fee of $975 annually for certain clients requiring an annual court report filing; additional negotiated fees for detailed reporting Fee-only: Advisory fees charged quarterly in advance based on assets under management; fees may be negotiable

Main office location

Fogel Capital Management Inc

453 Riverside Drive

Stuart FL 34994, United States

Number of offices

1

Most active in

Florida · New Jersey · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Blaise H

Series 63, Series 65

Stuart, FL

Fogel Capital Management Inc

Blaise Hayden is a financial advisor at Fogel Capital Management Inc with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fogel Capital Management since 2004. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. The firm combines fundamental and technical analysis and employs a range of strategies, including long- and short-term buy-and-hold, short sales, options strategies, and margin transactions, tailoring portfolios to clients' objectives and risk tolerance.

Options & derivatives strategies
user avatar

Casey W

Series 65

Stuart, FL

Fogel Capital Management Inc

Casey West is a financial advisor with Fogel Capital Management Inc, holding a Series 65 designation and eight years of industry experience. He has been with Fogel Capital Management since 2016. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and nonprofits. The firm employs a combination of fundamental and technical analysis and uses a range of strategies including long- and short-term buy-and-hold, short sales, options, and margin transactions, tailoring portfolios to clients’ financial situations and risk tolerance.

Options & derivatives strategies
user avatar

Maxwell F

Series 63, Series 65

Stuart, FL

Fogel Capital Management Inc

Maxwell Fogel is a financial advisor at Fogel Capital Management Inc with Series 63 and Series 65 credentials and four years of industry experience. He has worked at MAGV Securities, Inc., Canaccord Genuity, HVA, and Maxim Group. Outside of his advisory work, he serves as a senior analyst advising on M&A transactions for Madison Alley. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. The firm employs a combination of fundamental and technical analysis and uses a range of strategies including buy-and-hold, short sales, options, and margin transactions to tailor portfolios according to client objectives and risk tolerance.

Options & derivatives strategies
user avatar

Nicholas S

Series 65

Stuart, FL

Fogel Capital Management Inc

Nicholas Skillman is a financial advisor at Fogel Capital Management Inc with six years of industry experience. He holds the Series 65 designation and has been with Fogel Capital Management since 2019. Prior to his advisory career, he was a student for ten years. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. The firm employs a combination of fundamental and technical analysis and offers a range of strategies tailored to each client’s financial situation and risk tolerance.

Options & derivatives strategies
user avatar

Michael F

Series 63

Stuart, FL

Fogel Capital Management Inc

Michael Fogel is a financial advisor at Fogel Capital Management Inc with 29 years of industry experience. He has been with Fogel Capital Management since 1996. He holds a Series 63 designation. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and nonprofits. The firm employs both fundamental and technical analysis and offers a range of strategies, including buy-and-hold, short sales, options, and margin transactions, tailoring portfolios to clients’ objectives and risk tolerance.

Options & derivatives strategies
user avatar

Deena J

Series 65

Stuart, FL

Fogel Capital Management Inc

Deena Jones is a financial advisor at Fogel Capital Management Inc with six years of industry experience. She holds a Series 65 designation and has worked at Fogel Capital Management since 2018. Prior to that, she held positions at Suntrust Bank, Harbor Community Bank, and Advanced Auto Parts. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. The firm employs both fundamental and technical analysis and offers a range of strategies tailored to client objectives, including the use of borrowing, options, and short sales.

Options & derivatives strategies
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