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FOSSEL CAPITAL MANAGEMENT LLC

Advisory

CO

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in CO

#707

of 720 advisers by AUM

Average account

$4M

across 9 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

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

9 clients

8 high-net-worth

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

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Advisers of similar size in CO

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

HALL, WILLIAM, WOLCOTT

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$38M

LARIAT WEALTH MANAGEMENT LLC

$38M

CORNERSTONE CAPITAL ADVISORS, INC.

$37M

BOLLINGER & CO INC

$39M

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