RIA Intel›Advisers›North Carolina›FOGEL INVESTMENT ADVISORY GROUP, INC.

FOGEL INVESTMENT ADVISORY GROUP, INC.

Advisory

NC

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in NC

#506

of 516 advisers by AUM

Average account

$568K

across 95 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$54M

Discretionary AUM$11M

Non-Discretionary AUM$42M

Discretionary %21.3%

Total Clients95

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

95 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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SEAMOUNT INVESTMENTS LLC

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FAIRVIEW FINANCIAL LLC

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