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The fee is billed in advance and is negotiable.","source":"ADV PART 2 A 2025, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Fogel Capital Management use?","answer":"Fogel Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $350M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fogel Capital Management have?","answer":"Fogel Capital Management has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fogel Capital Management invest in?","answer":"At the end of its last fiscal year, Fogel Capital Management’s separately managed accounts held 56% exchange-traded equities, 19% U.S. government and agency bonds, 11% state and local bonds, 8% cash and equivalents and 7% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fogel Capital Management?","answer":"Fogel Capital Management’s direct owner is Michael Fogel (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fogel Capital Management get paid?","answer":"Fogel Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Fogel Capital Management?","answer":"Fogel Capital Management’s main office is at 453 Riverside Drive, Stuart, FL 34994. Its phone number is 772-223-9686. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}