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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element pioneerCapital ridge
- Established Date
- 05-31-1995
- Office Locations
- 1
Office Locations
About Fogel Capital Management INC
Fogel Capital Management is a federally registered RIA providing personalized investment management for individuals, families, and complex relationships including trusts and guardianships. The team builds and adjusts equity and fixed income portfolios to align with client objectives and risk tolerance. Based in Stuart, FL with a New York presence, it pairs dedicated trust administration (including court-required reporting) with in-house trading leadership and a CFA charterholder on the portfolio team.
Team overview
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Client Personas
Custodian
Investment Themes
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Services
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Owner & Executives
MICHAEL FREDERICK FOGEL
Chief Financial Officer, President
- CRD
- #1436797
- Ownership
- 50% but less than 75%
JODI RACHEL TRIBBLE
Chief Compliance Officer
- CRD
- #4726516
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHARLENE FOGEL
Founding Partner
- CRD
- #2622281
Maxwell Charles Fogel
Private Wealth Advisor, Vice President
- CRD
- #7163874
Pathway catalyst
Horizon summit
- CRD
- #63707
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $436,744,000 | $825,603 |
| Non-Discretionary | $0 | -- |
| Total | $436,744,000 | $825,603 |
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Separately Managed Accounts
Total SMA Asset: $436,744,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,178,504,216 | 28.0% |
| U.S. Government/Agency | $972,546,525 | 12.5% |
| Municipal Bonds | $521,284,937 | 6.7% |
| Cash | $1,594,976,301 | 20.5% |
| Corporate - Investment Grade | $2,513,060,221 | 32.3% |
| Total | $7,780,372,200 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL DELTA VITAL | PRIME EMBER | W4KXKTJ9R | PZCK | 10.45% | $83,839,906 |
| RADIAL ATLAS SIGNAL | ELEMENT GLACIER | UODO539WF | ZLO | 5.81% | $37,698,385 |
| EAGLE BRIDGE VALUE | ALPHA FOCUS | 2AEN2FT7P | NTDHU | 10.99% | $89,764,299 |
| ATLAS CREST | SUMMIT FOUNDATION | U4VJQXMTH | PMA | 8.04% | $33,481,586 |
| TIMBER VERTEX | GLACIER VECTOR | 1JWPMW64N | RTUHY | 1.12% | $116,914,487 |
| VITAL ELEMENT PIONEER | EMBER MATRIX | AECCXDYEA | XKKU | 2.55% | $88,591,983 |
| HORIZON DELTA | LEGACY SIGNAL | 7P4QN8FWC | JZEUF | 2.55% | $95,718,930 |
| INSIGHT CATALYST | UNISON OAK | 3UDAUC396 | CAZQU | 9.52% | $67,557,337 |