# FOGEL CAPITAL MANAGEMENT INC

FOGEL CAPITAL MANAGEMENT INC of STUART, FL is an SEC-registered investment adviser.

## Registration

- CRD: 108212
- Type: SEC-registered investment adviser
- SEC file number: 801-49135
- Location: 453 RIVERSIDE DRIVE, STUART, FL, 34994
- Phone: 772-223-9686
- Latest filing: 2026-03-27
- Regulatory AUM: $436.7M
- Discretionary AUM: $436.7M
- Clients: 11
- Accounts: 529

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Michael Frederick Fogel | PRESIDENT/CFO | — |
| Jodi Rachel Tribble | CHIEF COMPLIANCE OFFICER | — |
| FOGEL CHARLENE | CHIEF COMPLIANCE OFFICER; OWNER; PARTNER (+3 more) | — |
| FOGEL MICHAEL FREDERICK | PRESIDENT/CFO; PRESIDENT/CFO/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT/CFO | — |
| FOGEL MARVIN | SECRETARY/TREASURER | — |
| TRIBBLE JODI RACHEL | CHIEF COMPLIANCE OFFICER | — |
| Ruiz Sheila | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108212/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108212/similar
- Related entities: https://search.stillhousedata.com/firm/108212/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108212

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.