Fossel Capital Management LLC

Overview

Fossel Capital Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, with advisory work centered on financial planning and discretionary portfolio management for individuals and small businesses. Compensation is taken as a percentage of assets under management. Filings indicate the adviser does not position itself as a capital allocator, does not emphasize ESG investing, and is not listed as a multi-state adviser. The firm does not identify as a pension consultant or as having related adviser entities.

Assets & Accounts

Public Holdings

Investments & Alternatives