Casey C. West

FOGEL CAPITAL MANAGEMENT

Stuart, FL 34994

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CRD#: 6862161

Professional summary

Casey Christine West, who also goes by Casey West, is a registered financial advisor currently at FOGEL CAPITAL MANAGEMENT INC located in Stuart, Florida.

Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Casey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Casey West

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 Casey Christine West'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

December 14, 2017 - Present

FOGEL CAPITAL MANAGEMENT INC

Office #1: 453 Riverside Drive, Stuart, FL 34994

RIA

CRD#: 108212

Stuart, FL

Past

December 14, 2017 - 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".

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
(12/14/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/8/2017

Uniform Investment Adviser Law Examination

Current Firm

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

SEC notice filing (3 States and Territories)

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 Accounts	468
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.

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Casey C. West

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey Christine West's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOGEL CAPITAL MANAGEMENT INC

FOGEL CAPITAL MANAGEMENT INC

Primary Firm SEC Registration

FOGEL CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/8/2017

Current Firm

FOGEL CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOGEL CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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