FOGEL CAPITAL MANAGEMENT INC
CRD #108212 SEC #801-49135 STUART, FL 772-223-9686
SEC Registered
Total AUM
$390.7M
Discretionary
$390.7M
Employees
11
Clients
--
Accounts
468
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $390.7M | $390.7M | $0 | 11 | 0 |
| Mar 2024 | $351M | $351M | $0 | 11 | 0 |
| Mar 2023 | $303.4M | $303.4M | $0 | 11 | 0 |
| Jan 2023 | $337.8M | $337.8M | $0 | 11 | 0 |
| Mar 2022 | $337.8M | $337.8M | $0 | 11 | 0 |
| Mar 2021 | $305.1M | $305.1M | $0 | 10 | 0 |
| Jun 2020 | $298.5M | $298.5M | $0 | 10 | 0 |
| Mar 2020 | $298.5M | $298.5M | $0 | 10 | 0 |
| Mar 2019 | $279.2M | $279.2M | $0 | 10 | 0 |
| Mar 2018 | $281.1M | $281.1M | $0 | 10 | 0 |
| Mar 2017 | $289M | $289M | $0 | 7 | 200 |
| Apr 2016 | $285M | $285M | $0 | 7 | 200 |
| Mar 2015 | $301.1M | $301.1M | $0 | 7 | 200 |
| Mar 2014 | $264.7M | $264.7M | $0 | 7 | 200 |
| Mar 2014 | $264.7M | $264.7M | $0 | 7 | 200 |
| Mar 2013 | $248M | $248M | $0 | 7 | 200 |
| May 2012 | $245M | $245M | $0 | 6 | 200 |
| Apr 2012 | $245M | $245M | $0 | 6 | 200 |
| Mar 2012 | $245M | $245M | $0 | 6 | 200 |
| Apr 2011 | $230M | $230M | $0 | 10 | -- |
| Mar 2010 | $208M | $208M | $0 | 10 | -- |
| Mar 2007 | $200M | $200M | $0 | 5 | -- |
| Feb 2005 | $200M | $200M | $0 | 5 | -- |
| Mar 2002 | $125M | $125M | $0 | 5 | -- |
DateMar 2025
Total AUM$390.7M
Discretionary$390.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$351M
Discretionary$351M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees11
Clients0
DateJan 2023
Total AUM$337.8M
Discretionary$337.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$337.8M
Discretionary$337.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$305.1M
Discretionary$305.1M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$279.2M
Discretionary$279.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$281.1M
Discretionary$281.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees7
Clients200
DateApr 2016
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$301.1M
Discretionary$301.1M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$264.7M
Discretionary$264.7M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$264.7M
Discretionary$264.7M
Non-Disc.$0
Employees7
Clients200
DateMar 2013
Total AUM$248M
Discretionary$248M
Non-Disc.$0
Employees7
Clients200
DateMay 2012
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees6
Clients200
DateApr 2012
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees6
Clients200
DateApr 2011
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients--