Firestone Capital Management Inc

RIASEC Registered
Total AUM
$806M
Discretionary
$781M
97% of AUM
Avg account
$621K
Accounts
1,298
Employees
7
Advisory reps
6

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

FINTRX

Overview

Firestone Capital Management Inc is an independent, individually owned registered investment adviser that works primarily with individuals and families. The firm provides financial planning and portfolio management for individual and small-business clients and charges fees on a mix of AUM-based, hourly, and fixed-fee arrangements. Firestone is SEC-registered (initial registration recorded in 1991). The firm does not identify as an ESG-focused investor and is not positioned as a capital allocator; its activities center on delivering advice and managing client portfolios directly.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Exchange Traded Equities 8%, Cash & Cash Equivalents 7%, US Government Bonds 2%, State & Local Bonds 1%, Private Funds 1%81%
  • Public Funds/Mutual Funds81%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents7%
  • US Government Bonds2%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 123

Active vs passive

$503M in ETFs

Passive

88%

$443M

Active

4%

$60.4M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$33.8M44,2956.71%
Unlock additional holdings →

Location

Primary office

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

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