F
CRD: 143770
Fogel Investment Advisory Group, Inc.
Fletcher, NC
8287685225
$53.9M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
2 Employees
95 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2007
- Office Locations
- 1
Office Locations
-- Fletcher NC
About Fogel Investment Advisory Group, Inc.
Fogel Investment Advisory Group, Inc. is a Fletcher-based RIA. The firm has been operating for 19 years. Managing $53.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$53.9M AVG AUM / ADVISOR
$567.6K AVG AUM / CLIENT
19.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Open the full profile to inspect shifts in ember eagle.
Request access to benchmark trends tied to beacon alpha.
Upgrade to reveal position-level detail across horizon momentum.
Premium access reveals conviction themes in atlas insight.
Full visibility includes strategy notes for foundation eagle.
Unlock to compare peer behavior around quantum summit.
Upgrade to reveal position-level detail across meridian unison.
Full visibility includes strategy notes for glacier capital.
Asset Classes
Prime
Client Personas
Alpha
Investment Vehicles
Horizon
Services
Foundation optima Beacon Vital insight
Owner & Executives
J
JACQUES JOSEPH FOGEL
Chief Compliance Officer, Owner, President
- CRD
- #2918946
- Ownership
- 75% or more
(376) 781-3820
peak.horizon@ridgecapital.com
in linkedin.com/in/legacy-capital
J
JULIA PRICE FOGEL
--
- CRD
- --
- Ownership
- 50% but less than 75%
(213) 952-2490
frontier.foundation@elementcapital.com
in linkedin.com/in/oak-legacy
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,497,325 | -- |
| Non-Discretionary | $42,423,362 | -- |
| Total | $53,920,687 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $53,920,687
Private Funds:
27.6% U.S. Government/Agency:
32.8% Equity - Exchange:
30.7% Cash:
8.9% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,680,953,717 | 27.6% |
| U.S. Government/Agency | $1,997,655,142 | 32.8% |
| Equity - Exchange | $1,869,756,489 | 30.7% |
| Cash | $542,046,669 | 8.9% |
| Total | $6,090,412,017 | 100.0% |