Mark Vogel Wealth Management, LLC

Mark Vogel Wealth Management provides discretionary portfolio management primarily to individual clients, with additional relationships including trusts, corporate accounts and small-company pensions. As of December 2025 the firm reported approximately $68.48 million in assets under management across five discretionary client accounts and is solely owned by Mark Vogel.

The firm pursues a concentrated, long-term growth-at-a-reasonable-price equity strategy, typically holding no more than six or seven stocks and selecting companies expected to deliver double-digit earnings growth while trading at relatively low price-earnings multiples (with valuation adjustments for excess cash or normalized earnings). Cash not allocated to equities is generally placed in short-term U.S. government bonds or FDIC-insured CDs to create a “dumbbell” portfolio, and the adviser exercises trade discretion while remaining willing to operate with client consultation when requested.

Distinctive features include that the firm’s principal is also a practicing attorney who spends roughly 20–40% of his time on legal matters, and the adviser offers performance-based fee arrangements for qualified high-net-worth clients with a high-water mark provision while managing performance-fee, flat-fee and personal accounts concurrently. The combination of a very small client base relative to its AUM and a willingness to allow a single holding to grow to an outsized share of a portfolio (sometimes 35% or more) sets the firm apart from many peers.