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Insights

Customized Investment Strategies Fogel Capital specializes in tailoring investment portfolios to meet individual client needs and risk tolerances, indicating a potential opportunity to offer advanced financial planning tools and portfolio management solutions.

Growth Potential With a revenue range of 10 to 25 million dollars and a small team of fewer than ten employees, Fogel Capital may be seeking scalable solutions to enhance operational efficiency and expand client services.

Digital Infrastructure Utilizing technologies like Module Federation, jQuery Mobile, and OpenResty suggests openness to upgrading and integrating new digital platforms, creating opportunities for software and cybersecurity offerings.

Market Positioning Being a nationally recognized registered investment advisory with locations in Florida and New York, Fogel Capital is positioned as a boutique firm targeting high-net-worth clients, offering prospects in premium client engagement solutions.

Competitive Landscape Operating in a market alongside large firms like Fidelity and BlackRock, Fogel Capital may benefit from targeted marketing tools and relationship management solutions to differentiate and grow its client base.

Fogel Capital Management, Inc Tech Stack

Fogel Capital Management, Inc uses 8 technology products and services including Module Federation, TweenMax, Mailcheck, and more. Explore Fogel Capital Management, Inc's tech stack below.

  • Module Federation
    Development
  • TweenMax
    Javascript Frameworks
  • Mailcheck
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • jQuery Mobile
    Mobile Frameworks
  • Bluehost
    Web Hosting
  • Endurance Page Cache
    Web Platform Extensions
  • OpenResty
    Web Servers

Media & News

Fogel Capital Management, Inc's Email Address Formats

Fogel Capital Management, Inc uses at least 1 format(s):
Fogel Capital Management, Inc Email FormatsExamplePercentage
First@fogelcapital.comJohn@fogelcapital.com
44%
First.Last@fogelcapital.comJohn.Doe@fogelcapital.com
6%
First@fogelcapital.comJohn@fogelcapital.com
44%
First.Last@fogelcapital.comJohn.Doe@fogelcapital.com
6%

Frequently Asked Questions

Where is Fogel Capital Management, Inc's headquarters located?

Minus sign iconPlus sign iconFogel Capital Management, Inc's main headquarters is located at 453 Southeast Riverside Drive Stuart, Florida 34994 United States. The company has employees across 1 continents, including North America.

What is Fogel Capital Management, Inc's phone number?

Minus sign iconPlus sign icon You can contact Fogel Capital Management, Inc's main corporate office by phone at
+1-772-223-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fogel Capital Management, Inc's official website and social media links?

Minus sign iconPlus sign iconFogel Capital Management, Inc's official website is fogelcapital.com and has social profiles on LinkedIn.

What is Fogel Capital Management, Inc's SIC code NAICS code?

Minus sign iconPlus sign iconFogel Capital Management, Inc's SIC code is 6719 - Offices of Holding Companies, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Fogel Capital Management, Inc have currently?

Minus sign iconPlus sign iconAs of March 2026, Fogel Capital Management, Inc has approximately 9 employees across 1 continents, including North America. Key team members include Ceo, Cio: M. F.Vice President - Portfolio Management: N. S.Founder And Portfolio Management Consultant: M. F.. Explore Fogel Capital Management, Inc's employee directory with LeadIQ.

What industry does Fogel Capital Management, Inc belong to?

Minus sign iconPlus sign iconFogel Capital Management, Inc operates in the Investment Management industry.

What technology does Fogel Capital Management, Inc use?

Minus sign iconPlus sign iconFogel Capital Management, Inc's tech stack includes Module FederationTweenMaxMailcheckjQuery MigratejQuery MobileBluehostEndurance Page CacheOpenResty.

What is Fogel Capital Management, Inc's email format?

Minus sign iconPlus sign iconFogel Capital Management, Inc's email format typically follows the pattern of First@fogelcapital.com. Find more Fogel Capital Management, Inc email formats with LeadIQ.

When was Fogel Capital Management, Inc founded?

Minus sign iconPlus sign iconFogel Capital Management, Inc was founded in 1995.

Fogel Capital Management, Inc

Investment ManagementFlorida, United States2-10 Employees

At Fogel Capital, investment strategies are designed to meet the specific needs of each clients’ unique financial situation. Whether it’s maintaining your lifestyle, or providing for the emergence of an unexpected investment opportunity, a change in your personal financial needs, or shifts in market conditions, portfolios are designed to react and adjust to your best advantage. Although past performance is no guarantee of future results, our investment portfolios have regularly outperformed the market as measured by standard industry indices. We work directly with each client to ensure that the risk of each portfolio is in line with our client’s objectives and risk tolerance. Fogel Capital is a nationally recognized Registered Investment Advisory firm located in Stuart, FL and New York, NY.

Trust the experts at Fogel Capital Management, Inc to provide reliable investment management services in Stuart. Call today for a free portfolio review.

Section iconCompany Overview

Headquarters
453 Southeast Riverside Drive Stuart, Florida 34994 United States
Phone number
+1-772-223-****
Website
fogelcapital.com
SIC Code
6719 - Offices of Holding Companies, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
1995
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Fogel Capital Management, Inc's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Fogel Capital Management, Inc's revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    M. F.
    Ceo, Cio
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. S.
    Vice President - Portfolio Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. F.
    Founder And Portfolio Management Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. F.
    Founding Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. F.
    Vice President, Private Wealth Advisor
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    S. R.
    Director Of Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Registered Investment Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Investment Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. F.
    Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. J. P.
    Trust Administrator
    Phone icon
    Mobile Phone

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