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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FOGEL CAPITAL MANAGEMENT INC

CRD 108212

STUART, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65f5aa52-10cd-6c58-704c-be5035807290

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to Mar 27, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $437MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $437M
Private client RAUM: $413MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $54.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 529
Individual clients: 130
High net worth clients: 108
SEC number: 801-49135
CRD: 108212
Filings on the tape: 21
First filed: Mar 30, 2012
Latest filed: Mar 27, 2026
Organised: Corporation, FL
Website: fogelcapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Maxwell Charles Fogel	n/a	STUART, FL	3	11	n/a	no
Deena L Jones	n/a	STUART, FL	1	10	1	no
Casey Christine West	n/a	STUART, FL	1	10	1	no
CHARLENE FOGEL	n/a	STUART, FL	1	31	1	no
MICHAEL FREDERICK FOGEL	n/a	STUART, FL	1	32	1	no
Nicholas David Skillman	n/a	STUART, FL	1	17	1	no
BLAISE HAYDEN	n/a	STUART, FL	1	36	1	no
JODI RACHEL TRIBBLE	n/a	STUART, FL	1	28	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FALCON PERFORMANCE FUND, L.P.	Hedge Fund	$4.0M	Mar 21, 2017	20	Mar 18, 2014	dropped	021-118017

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FOGEL, MICHAEL, FREDERICK	PRESIDENT/CFO	D	yes	01/2001	Mar 30, 2012	Mar 28, 2024
Ruiz, Sheila	CHIEF COMPLIANCE OFFICER	Na	no	03/2022	Mar 21, 2022	Mar 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$437M	$437M	11	7	0	n/a	n/a
2024	Mar 24, 2025	$391M	$391M	11	7	0	n/a	n/a
2023	Mar 28, 2024	$351M	$351M	11	6	0	n/a	n/a
2022	Mar 30, 2023	$303M	$303M	11	6	0	n/a	n/a
2021	Mar 21, 2022	$338M	$338M	11	6	0	n/a	n/a
2020	Mar 31, 2021	$305M	$305M	10	6	0	n/a	n/a
2019	Mar 9, 2020	$299M	$299M	10	6	0	n/a	n/a
2018	Mar 20, 2019	$279M	$279M	10	6	0	n/a	n/a
2017	Mar 28, 2018	$281M	$281M	10	5	0	n/a	n/a
2016	Mar 21, 2017	$289M	$289M	7	7	n/a	1	$4.0M
2015	Apr 19, 2016	$285M	$285M	7	7	n/a	1	$4.0M
2014	Mar 9, 2015	$301M	$301M	7	7	n/a	1	$4.0M
2013	Mar 10, 2014	$265M	$265M	7	7	n/a	n/a	n/a
2012	Mar 28, 2013	$248M	$248M	7	7	n/a	n/a	n/a
2011	Mar 30, 2012	$245M	$245M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$437M	$391M	11.8%	$303M	12.9%	11	11	0	0

Relationships

Registered with (9)

← BLAISE HAYDENAdvisorregistration: previous registration
Aug 9, 2005 to Dec 31, 2022factForm ADV
← JODI RACHEL TRIBBLEAdvisorregistration: previous registration
Apr 2, 1998 to Dec 31, 2022factForm ADV
← Nicholas David SkillmanAdvisorregistration: previous registration
Dec 23, 2019 to Dec 31, 2022factForm ADV
← MICHAEL FREDERICK FOGELAdvisorregistration: previous registration
Mar 22, 1996 to Dec 31, 2022factForm ADV
← CHARLENE FOGELAdvisorregistration: previous registration
Jun 22, 1995 to Dec 31, 2022factForm ADV
← Casey Christine WestAdvisorregistration: previous registration
Dec 14, 2017 to Dec 31, 2022factForm ADV
← Deena L JonesAdvisorregistration: previous registration
Mar 27, 2019 to Dec 31, 2022factForm ADV
← Maxwell Charles FogelAdvisorregistration: current employment
Mar 13, 2023 to presentfactForm ADV
← WILLIAM JAMES CHAPMANAdvisorregistration: previous registration
Sep 7, 2010 to Mar 16, 2018factForm ADV

Controls (1)

← FOGEL, MICHAEL, FREDERICKOwnerPRESIDENT/CFO, ownership code D, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV

Owns (1)

← Ruiz, SheilaOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 21, 2022 to Mar 28, 2024factForm ADV

Advises (1)

→ FALCON PERFORMANCE FUND, L.P.Private fundHedge Fund, IA, no longer reported
Mar 18, 2014 to Mar 21, 2017factForm ADV

Dated events

Occurred
Mar 30, 2023
Control person left
Charlene Fogel (Owner) no longer on Schedule A of Fogel Capital Management Inc (listed 2023-01-12, absent 2023-03-30)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65f5aa52-10cd-6c58-704c-be5035807290
First observed: Mar 30, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FOGEL CAPITAL MANAGEMENT INC

CRD 108212

STUART, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65f5aa52-10cd-6c58-704c-be5035807290

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Maxwell Charles Fogel

n/a

STUART, FL

n/a

Deena L Jones

n/a

STUART, FL

Casey Christine West

n/a

STUART, FL

CHARLENE FOGEL

n/a

STUART, FL

MICHAEL FREDERICK FOGEL

n/a

STUART, FL

Nicholas David Skillman

n/a

STUART, FL

BLAISE HAYDEN

n/a

STUART, FL

JODI RACHEL TRIBBLE

n/a

STUART, FL

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FALCON PERFORMANCE FUND, L.P.

Hedge Fund

$4.0M

Mar 21, 2017

Mar 18, 2014

dropped

021-118017

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FOGEL, MICHAEL, FREDERICK

PRESIDENT/CFO

yes

01/2001

Mar 30, 2012

Mar 28, 2024

Ruiz, Sheila

CHIEF COMPLIANCE OFFICER

03/2022

Mar 21, 2022

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$437M

n/a

2024

Mar 24, 2025

$391M

n/a

2023

Mar 28, 2024

$351M

n/a

2022

Mar 30, 2023

$303M

n/a

2021

Mar 21, 2022

$338M

n/a

2020

Mar 31, 2021

$305M

n/a

2019

Mar 9, 2020

$299M

n/a

2018

Mar 20, 2019

$279M

n/a

2017

Mar 28, 2018

$281M

n/a

2016

Mar 21, 2017

$289M

n/a

$4.0M

2015

Apr 19, 2016

$285M

n/a

$4.0M

2014

Mar 9, 2015

$301M

n/a

$4.0M

2013

Mar 10, 2014

$265M

n/a

2012

Mar 28, 2013

$248M

n/a

2011

Mar 30, 2012

$245M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$437M

$391M

11.8%

$303M

12.9%