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, SEC-registered registered investment adviser operating as a corporation and owned by an individual. The firm has been registered with the SEC since 1991 and focuses on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Firestone does not describe itself as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
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 5CARLOS 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