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Advisor

Michael Vogel

AZA Capital Management · Waunakee, Wisconsin

Michael Vogel is a fee-only financial advisor at AZA Capital Management in Waunakee, Wisconsin, who holds the ChFC credential. AZA Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only ChFC

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Facts

FirmAZA Capital Management
Based in Waunakee, Wisconsin
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Accepting new clientsYes
Assets under management$339.6M across 839 accounts
CredentialsChFC
SEC registration Investment adviser representative in IL, MI, WI · CRD 1300180
Exams passedSeries 63 (1984)
Firm size8 employees
Disclosures Reported; see the SEC record
Websitewww.azacapital.com

How Michael's firm compares

  • AZA Capital Management's average account is about $405,000, from its Form ADV (assets managed divided by 839 accounts).

What fee-only advisors charge in Wisconsin

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Questions about Michael

Is Michael Vogel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and AZA Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Michael charge for financial advice?

Michael's firm, AZA Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Michael Vogel based?

Michael Vogel is based in Waunakee, Wisconsin.

What credentials does Michael Vogel hold?

Michael Vogel holds the ChFC credential.

Is Michael Vogel registered with the SEC?

Yes. Michael Vogel is registered as an investment adviser representative in IL, MI and WI (CRD 1300180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does AZA Capital Management manage?

AZA Capital Management reports $339.6M across 839 accounts in assets under management.

How do I contact Michael Vogel?

Through Michael's website, www.azacapital.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • AZA Capital Management website : specialties, clients served, and fees, checked October 30, 2026
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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