# Firestone Capital Management Inc

> Firestone Capital Management Inc is an SEC-registered investment advisory firm in South Miami, FL, registered since 1991, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 106366
- Filed as: FIRESTONE CAPITAL MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South Miami, FL
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106366
- AdvisorCensus page: https://advisorcensus.com/firm/firestone-capital-management-inc-south-miami-fl-106366

## Quick answers

**How is Firestone Capital Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Firestone Capital Management Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Firestone Capital Management Inc charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $350 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Firestone Capital Management Inc located?**
Firestone Capital Management Inc's principal office is in South Miami, FL, according to its Form ADV.

**Is Firestone Capital Management Inc registered with the SEC or a state?**
Firestone Capital Management Inc is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 106366.

**How much does Firestone Capital Management Inc manage?**
Firestone Capital Management Inc reports $806,199,930 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (97% discretionary).

**How have Firestone Capital Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Firestone Capital Management Inc: Regulatory assets under management: $568,500,000 in the October 2021 data and $806,199,930 in the October 2026 data, up 42%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Firestone Capital Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (192); individuals (other than high net worth individuals) (183).

**Which custodians does Firestone Capital Management Inc use?**
Firestone Capital Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Firestone Capital Management Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106366

**Does Firestone Capital Management Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "We require a minimum asset size for new accounts of $1,000,000. At our sole discretion, accounts of lesser value may be accepted."

**What changed in Firestone Capital Management Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $710,304,176 to $806,199,930 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> We require a minimum asset size for new accounts of $1,000,000. At our sole discretion, accounts of lesser value may be accepted.

- Hourly rate: $350 an hour (financial planning services)

> Fees for financial planning services are based on a current hourly rate of $350.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $806,199,930
- Discretionary: $781,350,483
- Non-discretionary: $24,849,447

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 183 | $72,263,892 |
| High net worth individuals | 192 | $715,645,251 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $9,513,683 |
| Charitable organizations | Fewer than 5 | $2,242,568 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,534,536 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1991 (34 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, MA, NC, NH, NJ, NM, NY, PA, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- firestonecapital.com
- LinkedIn @2796442

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $568,500,000 | 8 | March 31, 2021 |
| October 2022 | $645,711,904 | 8 | March 31, 2022 |
| October 2023 | $592,800,839 | 8 | March 31, 2023 |
| October 2024 | $648,332,081 | 7 | May 22, 2024 |
| October 2025 | $710,304,176 | 7 | May 29, 2025 |
| October 2026 | $806,199,930 | 7 | June 24, 2026 |

Regulatory assets under management: $568,500,000 in the October 2021 data and $806,199,930 in the October 2026 data, up 42%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $710,304,176 to $806,199,930 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Firestone Capital Management Inc (CRD 106366): Form ADV filing data as of October 2026.