SOUTH MIAMI, FLCRD 106366Latest ADV March 18, 2026
Firestone Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in South Miami, FL. Its latest Form ADV filing, dated March 18, 2026, reports $806M in regulatory assets under management, 7 employees, and 1,298 accounts.
Assets Under Management
$806M
Employees
7
Offices
--
Total Clients
375
Primary office
SOUTH MIAMI, FL
7301 SW 57TH CT, UNIT 450, SOUTH MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.2% of total clients.
Top client categories% of clientsClients
1
HNWI
51.2%
192
2
Individuals
48.8%
183
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$806Mas of March 18, 2026
Discretionary96.9%
$781M
97% of total RAUM96.9%
Non-discretionary3.1%
$25M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$806M
Total Accounts1,298
10Y AUM Change+$430M (+114.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.