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CF

Charlene Fogel

FOGEL CAPITAL MANAGEMENT
Stuart, FL 34994
Some features on this profile are disabled
CRD#: 2622281
CF

Professional summary

Charlene Fogel is a registered financial advisor currently at FOGEL CAPITAL MANAGEMENT INC located in Stuart, Florida.

Charlene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Charlene has worked at 1 firm and has passed the Series 2 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charlene Fogel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 22, 1995 - Present

FOGEL CAPITAL MANAGEMENT INC

Office #1: 453 Riverside Drive, Stuart, FL 34994
RIA
CRD#: 108212
Stuart, FL
Past

June 22, 1995 - December 31, 2022

FOGEL CAPITAL MANAGEMENT INC

RIA
CRD#: 108212
STUART, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FOGEL CAPITAL MANAGEMENT INC
FOGEL CAPITAL MANAGEMENT INC | FOGEL MANAGEMENT GROUP, LLC (RELYING ADVISER)

CRD#: 108212 / SEC#: 801-49135

RIA
Registered Investment Advisory firm - (5/31/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(6/22/1995)

Exams

General Industry/Product Exam
RR
Series 2
Date: 5/17/1995
Non-Member General Securities Examination

Current Firm

FC
FOGEL CAPITAL MANAGEMENT INC
FOGEL CAPITAL MANAGEMENT INC | FOGEL MANAGEMENT GROUP, LLC (RELYING ADVISER)

CRD#: 108212 / SEC#: 801-49135

RIA
Registered Investment Advisory firm - (5/31/1995 Approved)
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Contact information

Main Address
453 Riverside Drive, Stuart, FL 34994
Mailing Address
Phone number
(772) 223-9686
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 A 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts468
AUM (Assets Under Management)$ 390,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FOGEL CAPITAL MANAGEMENT INC

CRD#: 108212Stuart, FL 34994

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