Charlene Fogel
Investment adviser representative at Fogel Capital Management Inc
31 yearsExperience
1 stateRegistered in
$436.7MFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
31 years in the industry.
- Fogel Capital Management, Inc.Apr 1995 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fogel Capital Management Inc
$436.7MAssets managed
263Clients
8Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2622281
- Firm CRD
- 108212