Hedge Fund Database

FIRESTONE CAPITAL MANAGEMENT INC

Adviser information for FIRESTONE CAPITAL MANAGEMENT INC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,162 $646.2M
Non-Discretionary 9 $2.1M
Total 1,171 $648.3M

Clients

Type Number RAUM
Individuals 129 $44.1M
HNW Individuals 194 $586.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $3.6M
Charitable organizations <5 $3.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $11.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-40397
SEC ERA File Number 801-40397
SEC CIK Numbers 1799964
SEC CRD Numbers 106366
Legal Entity Identifier None

Principal Office

1501 VENERA AVENUE
SUITE 310
CORAL GABLES
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (305) 669-2119, Fax: (305) 669-1976

Websites

www.linkedin.com/company/2796442/ www.firestonecapital.com/

Chief Compliance Officer

LOUISE G. OWEN
1501 VENERA AVENUE
SUITE 310
CORAL GABLES
FL
United States
Tel: (305) 669-2119
Fax: (305) 669-1976
(Full email address available in API data)

Regulatory Contact

CARLOS A. CARBONELL
MANAGING PARTNER
1501 VENERA AVENUE
SUITE 310
CORAL GABLES
FL
United States
Tel: (305) 669-2119
Fax: (305) 669-1976
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
FIRESTONE, JACK, MARVIN Individual – PRESIDENT 09/1997 5-10%
KAUFMAN, CAROL, GORDON Individual – VICE-PRESIDENT 09/1997 5-10%
CARBONELL, CARLOS, ALBERTO Individual – PRINCIPAL/MANAGING PARTNER 01/2007 25-50%
POPPE, ANTHONY, ENGLISH Individual – PRINCIPAL 01/2014 25-50%
OWEN, LOUISE, GREENLEAF Individual – CHIEF COMPLIANCE OFFICER 07/2017 < 5%
WAGGY, JERAD, O'BRIEN Individual – SENIOR FINANCIAL PLANNER 01/2019 10-25%

No. Employees, Historic

105020192020202120222023202420259 on 8/9/20199 on 11/19/20198 on 3/19/20208 on 6/26/20208 on 3/31/20218 on 3/31/20228 on 3/31/20238 on 3/27/2024

RAUM, Historic

700M350M02019202020212022202320242025448230000 on 8/9/2019448230000 on 11/19/2019543800000 on 3/19/2020543800000 on 6/26/2020568500000 on 3/31/2021645711904 on 3/31/2022592800839 on 3/31/2023648332081 on 3/27/2024

No. Clients, Historic

40020002019202020212022202320242025301 on 8/9/2019301 on 11/19/2019316 on 3/19/2020316 on 6/26/2020312 on 3/31/2021320 on 3/31/2022328 on 3/31/2023323 on 3/27/2024

Holdings

From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
TRANE TECHNOLOGIES PLC SHS 493K 2K –
AT&T INC COM 276K 14K –
ABBVIE INC COM 272K 2K –
AIRBNB INC COM CL A 282K 2K –
ALLSTATE CORP COM 294K 2K –
ALPHABET INC CAP STK CL C 983K 5K –
ALPHABET INC CAP STK CL A 1M 6K –
AMAZON COM INC COM 2M 13K –
AMERICAN EXPRESS CO COM 281K 1K –
APPLE INC COM 3M 15K –
ARES CAPITAL CORP COM 309K 15K –
BANK AMERICA CORP COM 239K 6K –
BANK NEW YORK MELLON CORP COM 324K 5K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 6K –
BOEING CO COM 200K 1K –
CHEVRON CORP NEW COM 1M 9K –
COCA COLA CO COM 554K 9K –
COSTCO WHSL CORP NEW COM 615K 723 –
CROCS INC COM 344K 2K –
DISNEY WALT CO COM 214K 2K –
ETF SER SOLUTIONS US DIVERSIFIED 365K 12K –
ENTERPRISE PRODS PARTNERS L COM 739K 26K –
EXXON MOBIL CORP COM 2M 18K –
META PLATFORMS INC CL A 4M 8K –
FIDELITY WISE ORIGIN BITCOIN SHS 886K 17K –
FLEXSHARES TR QUALT DIVD IDX 543K 8K –
GLOBAL X FDS RATE PREFERRED 207K 9K –
GLOBAL X FDS US PFD ETF 697K 35K –
GLOBAL X FDS S&P 500 CATHOLIC 380K 6K –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 800K 15K –
HEICO CORP NEW COM 238K 1K –
HOME DEPOT INC COM 1M 4K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 314K 8K –
INNOVATOR ETFS TRUST US EQTY BUFR JAN 608K 13K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 334K 10K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 972K 24K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 694K 18K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 214K 6K –
INTERNATIONAL BUSINESS MACHS COM 655K 4K –
INVESCO QQQ TR UNIT SER 1 356K 744 –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 6M 38K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 541K 14K –
INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE 2M 38K –
INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 3M 36K –
ISHARES SILVER TR ISHARES 309K 12K –
ISHARES GOLD TR ISHARES NEW 3M 61K –
ISHARES TR CORE S&P500 ETF 2M 4K –
ISHARES TR CORE US AGGBD ET 9M 89K –
ISHARES TR MSCI EAFE ETF 1M 16K –
ISHARES TR RUS MDCP VAL ETF 357K 3K –
ISHARES TR RUS 1000 ETF 9M 30K –
ISHARES TR RUS 2000 VAL ETF 725K 5K –
ISHARES TR RUSSELL 2000 ETF 3M 15K –
ISHARES TR CORE S&P US VLU 764K 9K –
ISHARES TR RUSSELL 3000 ETF 1M 4K –
ISHARES TR U.S. TECH ETF 230K 2K –
ISHARES TR CORE S&P SCP ETF 677K 6K –
ISHARES TR SHRT NAT MUN ETF 248K 2K –
ISHARES TR GLB INFRASTR ETF 364K 8K –
ISHARES TR NATIONAL MUN ETF 215K 2K –
ISHARES TR US AER DEF ETF 584K 4K –
ISHARES TR CORE HIGH DV ETF 391K 4K –
ISHARES TR MSCI USA QLT FCT 625K 4K –
ISHARES TR CORE MSCI TOTAL 2M 35K –
ISHARES TR CORE MSCI EAFE 2M 28K –
ISHARES INC CORE MSCI EMKT 1M 19K –
ISHARES TR MSCI INTL QUALTY 601K 15K –
ISHARES TR CORE TOTAL USD 18M 397K –
ISHARES TR HDG MSCI EAFE 1M 41K –
ISHARES TR RUSEL 2500 ETF 250K 4K –
ISHARES TR ESG MSCI LEADR 290K 3K –
JPMORGAN CHASE & CO. COM 1M 6K –
J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 327K 6K –
JOHNSON & JOHNSON COM 664K 5K –
LOWES COS INC COM 441K 2K –
MERCK & CO INC COM 508K 4K –
MICROSOFT CORP COM 3M 8K –
MORGAN STANLEY COM NEW 233K 2K –
NEXTERA ENERGY INC COM 3M 41K –
NORFOLK SOUTHN CORP COM 798K 4K –
NOVAGOLD RES INC COM NEW 110K 32K –
NVIDIA CORPORATION COM 270K 2K –
ONEOK INC NEW COM 476K 6K –
PACER FDS TR PACER US SMALL 2M 53K –
PACER FDS TR US CASH COWS 100 3M 48K –
PEPSICO INC COM 270K 2K –
PROCTER AND GAMBLE CO COM 254K 2K –
ROYAL BK CDA COM 259K 2K –
SPDR S&P 500 ETF TR TR UNIT 25M 45K –
SPDR GOLD TR GOLD SHS 2M 9K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 301K 8K –
SPDR INDEX SHS FDS GLB NAT RESRCE 1M 22K –
SPDR SER TR S&P 600 SMCP VAL 1M 15K –
SPDR SER TR S&P DIVID ETF 5M 36K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 5M 10K –
SCHWAB STRATEGIC TR US BRD MKT ETF 4M 70K –
SCHWAB STRATEGIC TR US LRG CAP ETF 1M 17K –
SCHWAB STRATEGIC TR US LCAP VA ETF 221K 3K –
SCHWAB STRATEGIC TR US MID-CAP ETF 320K 4K –
SCHWAB STRATEGIC TR US SML CAP ETF 2M 34K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 846K 32K –
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 625K 21K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 5M 140K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 17M 260K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 747K 10K –
SCHWAB STRATEGIC TR INTL EQTY ETF 6M 157K –
SCHWAB STRATEGIC TR US REIT ETF 8M 424K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 275K 2K –
SELECT SECTOR SPDR TR SBI CONS DISCR 217K 1K –
SELECT SECTOR SPDR TR ENERGY 539K 6K –
SELECT SECTOR SPDR TR FINANCIAL 307K 7K –
SELECT SECTOR SPDR TR TECHNOLOGY 599K 3K –
SOUTHERN CO COM 584K 8K –
TESLA INC COM 456K 2K –
3M CO COM 291K 3K –
374WATER INC COM 51K 43K –
TORONTO DOMINION BK ONT COM NEW 206K 4K –
UMH PPTYS INC COM 181K 11K –
UNIFIED SER TR ONEASCENT INTL 299K 9K –
UNION PAC CORP COM 821K 4K –
VANECK ETF TRUST NATURAL RESOURC 383K 8K –
VANECK BITCOIN TR SH BEN INT 409K 6K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 28M 152K –
VANGUARD WORLD FD ESG US STK ETF 514K 5K –
VANGUARD WELLINGTON FD SHORT TRM TAX EX 3M 28K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 2M 47K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 275K 2K –
VANGUARD WORLD FD ENERGY ETF 274K 2K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 15M 253K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 505K 12K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 12M 155K –
VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 259K 1K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 885K 11K –
VANGUARD MUN BD FDS TAX EXEMPT BD 10M 200K –
VANGUARD INDEX FDS S&P 500 ETF SHS 795K 2K –
VANGUARD INDEX FDS REAL ESTATE ETF 14M 162K –
VANGUARD INDEX FDS SM CP VAL ETF 8M 46K –
VANGUARD INDEX FDS EXTEND MKT ETF 21M 127K –
VANGUARD INDEX FDS GROWTH ETF 428K 1K –
VANGUARD INDEX FDS VALUE ETF 18M 110K –
VANGUARD INDEX FDS TOTAL STK MKT 18M 69K –
WALMART INC COM 317K 5K –
WEBSTER FINL CORP COM 222K 5K –