Fogel Capital Management Inc.

Fogel Capital Management Inc. (CRD# 108212) is a financial advisory firm headquartered in Stuart, FL. They manage $285,000,000 in 511 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    285
    MILLION
  • Total Number of Accounts
    511
    ACCOUNTS
  • Average Account Value
    $557,730
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Fogel Capital Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
William J. Chapman
CRD#: 2692298
453 Riverside Drive, Stuart, FL 34994
96
Wealthminder
score

William Chapman (CRD# 2692298) is an Investment Advisor Representative working at Fogel Capital Management Inc. in Stuart, FL and has over 20 years of experience in the finance industry. William Chapman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael F. Fogel
CRD#: 1436797
453 Riverside Drive, Stuart, FL 34994
93
Wealthminder
score

Michael Fogel (CRD# 1436797) is an Investment Advisor Representative working at Fogel Capital Management Inc. in Stuart, FL and has over 22 years of experience in the finance industry.

3
Blaise Hayden
CRD#: 1823962
453 Riverside Drive, Stuart, FL 34994
93
Wealthminder
score

Blaise Hayden (CRD# 1823962) is an Investment Advisor Representative working at Fogel Capital Management Inc. in Stuart, FL and has over 26 years of experience in the finance industry.

4
David A. Berard
CRD#: 6099068
453 Riverside Drive, Stuart, FL 34994
90
Wealthminder
score

David Berard (CRD# 6099068) is an Investment Advisor Representative working at Fogel Capital Management Inc. in Stuart, FL and has over 3 years of experience in the finance industry.

5
Charlene Fogel
CRD#: 2622281
453 Riverside Drive, Stuart, FL 34994
87
Wealthminder
score

Charlene Fogel (CRD# 2622281) is an Investment Advisor Representative working at Fogel Capital Management Inc. in Stuart, FL and has 1 year of experience in the finance industry.

6
Marvin Fogel
CRD#: 2622279
453 Riverside Drive, Stuart, FL 34994
87
Wealthminder
score

Marvin Fogel (CRD# 2622279) is an Investment Advisor Representative working at Fogel Capital Management Inc. in Stuart, FL and has 1 year of experience in the finance industry.

7
Jodi R. Tribble
CRD#: 4726516
453 Riverside Drive, Stuart, FL 34994
87
Wealthminder
score

Jodi Tribble (CRD# 4726516) is an Investment Advisor Representative working at Fogel Capital Management Inc. in Stuart, FL and has 1 year of experience in the finance industry.

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