$806.2M Total AUM
$781.4M Disc. AUM
10.2% 3Y CAGR
7 Employees
375 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Glacier signalMomentum unison +more
- Established Date
- 12-16-1991
- Office Locations
- 1
Office Locations
7301 SW 57th CT Unit 450 South Miami FL
About Firestone Capital Management INC
Firestone Capital Management INC is a South Miami-based RIA. The firm has been operating for 34 years. Managing $806.2M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
41 AVG AGE
$161.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
10.7 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Alpha
Custodian
Element beacon Glacier Element Vital optima Wave
Investment Themes
Prime capital Focus
Investment Vehicles
Wave north
Platform
Zenith
Services
Insight Beacon peak Legacy atlas Summit Capital Catalyst unison Harbor north Vital glacier
Technology
Vector horizon Oak optima Timber signal Glacier
Owner & Executives
C
CARLOS ALBERTO CARBONELL
Investment Advisor, Managing Partner, President, PRINCIPAL
- CRD
- #4156160
- Ownership
- 25% but less than 50%
(903) 728-9750
ridge.alpha@eaglecapital.com
in linkedin.com/in/matrix-atlas
ANTHONY ENGLISH POPPE
Certified Financial Planner, Chief Investment Officer, PRINCIPAL
- CRD
- #5588505
- Ownership
- 25% but less than 50%
(698) 921-4457
foundation.focus@embercapital.com
in linkedin.com/in/momentum-prime
A
Alpha capital
Delta atlas delta
- CRD
- #84555
- Ownership
- 48.1%
(738) 426-2653
alpha.element@timbercapital.com
in linkedin.com/in/insight-vertex
Showing 2 of 3 owners & executives
Unlock allContacts
S
SEAN PATRICK PRESTON
Director of Investments & Trading
- CRD
- #5069113
(202) 250-9177
ember.fusion@beaconcapital.com
in linkedin.com/in/vector-optima
D
David Andrew Wiley
Wealth Advisor
- CRD
- #7657401
(828) 976-3792
pathway.pioneer@focuscapital.com
in linkedin.com/in/focus-momentum
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $781,350,483 | $633,185 |
| Non-Discretionary | $24,849,447 | $388,273 |
| Total | $806,199,930 | $621,109 |
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Separately Managed Accounts
Total SMA Asset: $806,199,930
Public Funds:
13.5% Equity - Exchange:
25.3% Cash:
11.5% U.S. Government/Agency:
26.8% Municipal Bonds:
17.2% Private Funds:
5.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $413,454,657 | 13.5% |
| Equity - Exchange | $774,844,654 | 25.3% |
| Cash | $352,202,116 | 11.5% |
| U.S. Government/Agency | $820,784,061 | 26.8% |
| Municipal Bonds | $526,771,860 | 17.2% |
| Private Funds | $174,569,744 | 5.7% |
| Total | $3,062,627,092 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE NORTH EAGLE | RIDGE INSIGHT | AZ2LI82CQ | ODZNH | 8.57% | $90,483,595 |
| SUMMIT NORTH SUMMIT | ALPHA HARBOR | P72R4CL7Z | VBF | 0.80% | $64,588,085 |
| INSIGHT UNISON | ELEMENT QUANTUM | Z8XJ6SEEM | SSPTC | 6.81% | $113,251,935 |
| OPTIMA CAPITAL OPTIMA | VALUE CREST | K9JXIFOXT | FTXTQ | 1.78% | $46,482,437 |
| UNISON GLACIER ALPHA | MERIDIAN BRIDGE | HVRKS6KEV | JCT | 0.68% | $106,481,332 |
| GLACIER EAGLE VERTEX | RIDGE MOMENTUM | VMWHL9JTC | CMMY | 8.98% | $48,395,343 |
| GLACIER CAPITAL | BEACON ATLAS | GSPYOQOI6 | FTZOU | 7.21% | $109,726,758 |
| SUMMIT MATRIX | PEAK ELEMENT | KU7L71GHJ | IFU | 11.24% | $29,184,558 |