9AT: FOGEL CAPITAL MANAGEMENT INC

Adviser Profile

As of Date	03/27/2026
Registration	SEC, Approved, 05/31/1995
ADV Location	STUART, FL, United States
Contact Info	772 xxxxxxx
Websites

AUM^*	436,744,000 24%
of that, discretionary	436,744,000 24%
Number of Employees	11
of those in investment advisory functions	7 17%
Private Fund GAV^*	0
Avg Account Size	825,603 -43%
% High Net Worth	41.06% 8%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser WESTEND CAPITAL MANAGEMENT, LLC.	Hedge Fund1.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1m	AUM436.2m	#Funds1
Adviser AISA INTERNATIONAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM126.5m	#Funds-
Adviser BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM144.2m	#Funds-
Adviser MAIMON WEALTH MANAGEMENT LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM156.5m	#Funds-
Adviser 3J CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM238.0m	#Funds-
Adviser CONNECTICUT WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.5b	#Funds-
Adviser WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM104.5m	#Funds-
Adviser NICOLA WEALTH MANAGEMENT LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM11.0b	#Funds-
Adviser WEALHOUSE CAPITAL LIMITED PARTNERSHIP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.6b	#Funds-
Adviser PROVENTUS AG	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM807.2m	#Funds-

Brochure Summary

Overview

Fogel Capital Management, Inc. (“FCM,” “us,” “we,” “our”) is a corporation organized on April 5, 1995, under the laws of the State of Florida. The principal owner of FCM is Michael F. Fogel. As of December 31, 2023, FCM and client households were 242 and have approximately $350 million of discretionary assets under management. We offer investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. This Disclosure Brochure provides you with information regarding our qualifications, business practices, and the nature of advisory services that should be considered before becoming our advisory Client. Please contact Sheila Ruiz, Chief Compliance Officer, if you have any questions about this brochure. Individuals associated with us will provide our investment advisory services. These individuals are appropriately licensed and qualified to provide advisory services on our behalf. Such individuals may also be known as Investment Advisor Representatives Below is a description of our investment advisory and financial planning services. For more details on any product or service, please reference the advisory agreement or speak with your representative. ADVISORY SERVICES FCM

offers investment advisory and portfolio management services to individuals and institutions predominately on a discretionary basis (“Clients”). FCM utilizes a designated brokerage firm through which Client orders are executed. In connection with FCM’s provision of advisory services, we request each Client execute a power of attorney with us so that we are authorized to execute investment decisions and transactions on behalf of our Clients. FCM may also manage Client accounts on a non-discretionary basis at the Client's written request. FCM assists Clients in determining their investment objectives and needs through a variety of potential methods that may include personal meetings and phone calls. Each account is managed in accordance with the relevant Client’s objectives and needs. In analyzing each Client's goals, FCM considers, where applicable, the Client's overall financial condition, income and tax status, personal and business assets, insurance, risk profile, and other factors unique to each Client’s particular circumstances. An analysis of an institutional Client might typically include a review of legal documents, portfolio size, expected inflow and outflow of assets, and, in the case of employee benefit accounts, the type of plan, plan provision, number of participants, and age distribution.

FOGEL CAPITAL MANAGEMENT INC

FOGEL CAPITAL MANAGEMENT INC

FOGEL MANAGEMENT GROUP, LLC (RELYING ADVISER)

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

FOGEL CAPITAL MANAGEMENT INC

FOGEL CAPITAL MANAGEMENT INC

FOGEL MANAGEMENT GROUP, LLC (RELYING ADVISER)