← Directory
FIRESTONE CAPITAL MANAGEMENT INC
CRD 106366File 801-40397
APPROVED
Retail clients
Custody
Filing as of Jun 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$806.2M
Above cohort median (national)
Discretionary AUM
$781.4M
Non-discretionary $24.8M
Clients
375
1,298 accounts
Employees
7
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 16, 1991
- Principal office
- 7301 SW 57TH CT, UNIT 450, SOUTH MIAMI, FL, 33143
- Phone
- (305) 669-2119
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $806.2M
- Discretionary AUM
- $781.4M
- Non-discretionary AUM
- $24.8M
- Discretionary accounts
- 1,234
- Non-discretionary accounts
- 64
- Total accounts
- 1,298
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.5M |
| Charitable organizations | Fewer than 5 | $2.2M |
| High net worth individuals | 192 | $715.6M |
| Pension and profit sharing plans | Fewer than 5 | $9.5M |
| Individuals (other than high net worth individuals) | 183 | $72.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 314 | 375 | increased by61 |
| Apr 1, 2026 | AUM | $710,304,176 | $806,199,930 | increased by$95,895,754 |
| Apr 1, 2026 | Accounts | 1,166 | 1,298 | increased by132 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 320 | 314 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $645,711,904 | $710,304,176 | increased by$64,592,272 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,105 | 1,166 | increased by61 |
| Apr 1, 2022 | Clients | 312 | 320 | increased by8 |
| Apr 1, 2022 | AUM | $568,500,000 | $645,711,904 | increased by$77,211,904 |
| Apr 1, 2022 | Accounts | 1,112 | 1,105 | decreased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIRESTONE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIRESTONE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.