FOGEL INVESTMENT ADVISORY GROUP, INC.

FOGEL INVESTMENT ADVISORY GROUP, INC. is an SEC-registered investment adviser (CRD 143770). Regulatory assets under management: $53.9M.

Registration

• CRD: 143770
• Type: Registered investment adviser
• Phone: 828-768-5225
• Latest filing: 2026-03-17
• Regulatory AUM: $53.9M
• Discretionary AUM: $11.5M
• Non-discretionary AUM: $42.4M
• Clients: 2
• Accounts: 95

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143770 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search