Firestone Capital Management Inc.

Firestone Capital Management Inc. (CRD# 106366) is a financial advisory firm headquartered in Miami, FL. They manage $331,555,000 in 945 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    332
    MILLION
  • Total Number of Accounts
    945
    ACCOUNTS
  • Average Account Value
    $350,852
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, MA, NC, NH, NM, NY, TX, VA, VT, WA

Financial Advisors at Firestone Capital Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Carlos A. Carbonell
CRD#: 4156160
1501 Venera Avenue, Suite 310, Miami, FL 33146
96
Wealthminder
score

Carlos Carbonell (CRD# 4156160) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Miami, FL and has over 17 years of experience in the finance industry.

2
Jack M. Firestone
CRD#: 1576263
1501 Venera Avenue, Suite 310, Miami, FL 33146
96
Wealthminder
score

Jack Firestone (CRD# 1576263) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Miami, FL and has over 31 years of experience in the finance industry. Jack Firestone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Carol G. Kaufman
CRD#: 2880949
1501 Venera Avenue, Suite 310, Miami, FL 33146
96
Wealthminder
score

Carol Kaufman (CRD# 2880949) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Miami, FL and has over 20 years of experience in the finance industry. Carol Kaufman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Anthony E. Poppe
CRD#: 5588505
1501 Venera Avenue, Suite 310, Miami, FL 33146
96
Wealthminder
score

Anthony Poppe (CRD# 5588505) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Miami, FL and has over 9 years of experience in the finance industry. Anthony Poppe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jerad O. Waggy
CRD#: 5180439
1501 Venera Avenue, Suite 310, Miami, FL 33146
90
Wealthminder
score

Jerad Waggy (CRD# 5180439) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Miami, FL and has 1 year of experience in the finance industry. Jerad Waggy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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