FOGEL CAPITAL MANAGEMENT INC

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	11
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	242	$350.9M
Non-Discretionary	0	$0
Total	242	$350.9M

Clients

Type	Number	RAUM
Individuals	129	$35.8M
HNW Individuals	92	$291.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	20	$24.0M
Charitable organizations	<5	$80,000
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-49135
SEC ERA File Number	801-49135
SEC CIK Numbers	2011427
SEC CRD Numbers	108212
Legal Entity Identifier	None

Principal Office

453 RIVERSIDE DRIVE
STUART
FL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic