Nicholas
Skillman

Fogel Capital Management Inc

CRD#7171011
Investment Advisor
in Stuart, FL

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About this Advisor

Nicholas Skillman is a financial advisor based in Stuart, Florida, working with Fogel Capital Management Inc. Nicholas has previously held positions at Fogel Capital Management, Inc and has experience as a student. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Nicholas is part of Fogel Capital Management Inc, which operates out of Stuart, Florida. The firm has 11 employees and manages assets totaling $350.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Fogel Capital Management Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

453 Riverside Drive
Stuart, FL 34994

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Fogel Capital Management Inc Brokerage Details

Total Assets Under Management

$350,950,000

FL Average: $1,855,561,029
Total Number of Employees

11

FL Average: 62
Total Number of Accounts

242

FL Average: 2,474
Average Account Size

$1,450,207

FL Average: $750,025

Investment Advisory Services

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

Nicholas Skillman Work History

2019 - Present (5 years)

Fogel Capital Management, Inc

2009 - 2019 (10 years)

Student

Disclosures

Please visit the SEC profile of Nicholas Skillman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fogel Capital Management Inc

Maxwell Fogel
Stuart, FL
Jodi Tribble
Stuart, FL
Casey West
Stuart, FL
Nicholas Skillman
Stuart, FL
Blaise Hayden
Stuart, FL
Deena Jones
Stuart, FL
Michael Fogel
Stuart, FL
Charlene Fogel
Stuart, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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