Michael Fogel has been President/CFO of Fogel Capital Management since January 2001, is a control person of the firm and directly owns between 50% and 75% of it.
Fogel Capital Management Inc is a Stuart, FL firm with $437M under management, 263 clients and 7 advisers in one office, as of its March 2026 filing.
Michael Fogel is President and Chief Investment Officer of Fogel Capital Management. For over 20 years he has served as portfolio manager at the firm, managing equity and fixed income portfolios for individuals, families, trusts, guardianships, corporations and Native American governments. Before taking over as Chief Investment Officer he worked for Lehman Brothers as an equity derivatives and program trader and for Prudential Securities as a Performance Analyst.
- Fogel Capital Management IncCurrent– present · 30 yearsStuart, FL · Adviser representative · Firm CRD 108212
Investment adviser representative registrations
Michael Fogel is registered as an investment adviser representative in Florida, since March 1996.
- FloridaSince 22 March 1996
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 25 August 1994 |
| Series 7 | General Securities Representative Examination | 2 December 1992 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Frederick Fogel
- CRD
- 1436797
- Firm
- Fogel Capital Management · CRD 108212
- Role
- President/CFO
- Office
- 453 RIVERSIDE DRIVE, Stuart, FL 34994
- Registration
- Investment adviser registration
- In the industry since
- March 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fogelcapital.com
Where does Michael Fogel work?
Michael Fogel has been President/CFO of Fogel Capital Management Inc since January 2001, and is a control person of the firm.
Is Michael Fogel a financial advisor?
Yes. Michael Fogel has a current investment-adviser registration in Florida, through Fogel Capital Management since March 1996.
How many years of experience does Michael Fogel have?
Michael Fogel has 30 years in the financial industry, since March 1996, across 1 adviser firm.
What exams has Michael Fogel passed?
Michael Fogel has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in December 1992.
Where is Michael Fogel based?
Michael Fogel’s registered office is in Stuart, FL.
Is Michael Fogel registered with FINRA?
No. Michael Fogel has no current broker registration.
How can I verify Michael Fogel’s record?
Search CRD 1436797 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Fogel’s full registration record.