Best Investors Account Sign in
Inactive

Charlene Fogel

Fogel Capital Management Inc

Stuart, FL

CRD 2622281

Claim This Profile
Employer firm

Fogel Capital Management Inc CRD 108212

$437M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fogel Capital Management Inc

453 Riverside Drive, Stuart, FL 34994 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-11
  • FL RA
    APPROVED
    Since 2025-04-11

Branch Locations

453 Riverside Drive, Stuart, FL 34994 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fogel Capital Management, Inc. Stuart FL 04/1995 Present
Previous Registrations

View on SEC IAPD

Nearby Firms

DUNN CAPITAL MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

ANTHONY JAMES LOSH
JACQUELINE ANN BISHOP BURKE
CHARLENE THERESA LANGFORD

Nearby Offices

DUNN CAPITAL MANAGEMENT · STUART, FL
RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL
JANNEY MONTGOMERY SCOTT LLC · STUART, FL

More in Stuart, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor