CRD: 106366
Firestone Capital Management INC
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-16-1991
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between May 29, 2025 and June 24, 2026, reported AUM increased 13.5%, from $710.3M to $806.2M.
Across 5 reported observations, AUM increased 24.9% between March 31, 2022 and June 24, 2026, from $645.7M to $806.2M.
Of the latest reported AUM, 96.9% is discretionary and 3.1% is non-discretionary.
The firm reports 5 advisory representatives and 375 clients, or 75 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on June 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CARLOS ALBERTO CARBONELL
Investment Advisor, Managing Partner, President, PRINCIPAL
- CRD
- #4156160
- Ownership
- 25% but less than 50%
ANTHONY ENGLISH POPPE
Certified Financial Planner, Chief Investment Officer, PRINCIPAL
- CRD
- #5588505
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Emma Larson
--
- CRD
- #8288034
SEAN PATRICK PRESTON
Director of Investments & Trading
- CRD
- #5069113
Showing 2 of 6 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Firestone Capital Management INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Firestone Capital Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.