Firestone Capital Management Inc
Firm details
- Headquarters
- South Miami, Florida
- CRD number
- 106366
- Registered since
- December 16, 1991
- Website
- firestonecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.77%
- Individuals8.96%
- Pension & Profit Sharing Plans1.18%
- Corporations / Businesses0.81%
- Charitable Organizations0.28%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Firestone Capital Management Inc is an independent, privately owned registered investment adviser that has been operating since 1991. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model mixes percentage-of-AUM billing with hourly and fixed-fee arrangements. Firestone describes itself as not acting as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities8%
- Cash & Cash Equivalents7%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
3 of 5
Carlos Carbonell
Managing PartnerCRD 4156160
Anthony Poppe
PartnerCRD 5588505
David Wiley
Associate Financial AdvisorCRD 7657401
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$448M in ETFs
89%
$399M
4%
$49.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $30.4M | 141,238 | 6.78% |
Location
South Miami, FL
Miami Dade
Location
South Miami, FL
Headquartered in South Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 7301 Sw 57th Ct
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Fairholme Capital Management, L.L.C.
RIASouth Miami, FL
Campbell Capital Management Inc
RIASouth Miami, FL
Bridge Generations Wealth Management
RIASouth Miami, FL
Atlantic Family Wealth, LLC
RIASouth Miami, FL
Andbanc Advisory LLC
RIAMiami, FL
PSI Advisors, LLC
RIATampa, FL