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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FIRESTONE CAPITAL MANAGEMENT INC

CRD 106366

SOUTH MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30d2bd6b-8af6-99e3-8521-5cae88c070c7

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: Mar 30, 2012 to Jun 24, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $806MItem 5.F on the latest filing (2026-06-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $781M
Private client RAUM: $788MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $161Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,298
Individual clients: 183
High net worth clients: 192
Custody, client assets: $247M
SEC number: 801-40397
CIK: 1799964
CRD: 106366
Filings on the tape: 24
First filed: Mar 30, 2012
Latest filed: Jun 24, 2026
Organised: Corporation, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CARLOS ALBERTO CARBONELL	Chartered Financial Analyst	SOUTH MIAMI, FL	22	26	n/a	no
ANTHONY ENGLISH POPPE	Certified Financial Planner\|Chartered Financial Analyst	SOUTH MIAMI, FL	17	18	n/a	no
JERAD O'BRIEN WAGGY	Certified Financial Planner	SOUTH MIAMI, FL	12	15	1	no
David Andrew Wiley	n/a	SOUTH MIAMI, FL	1	11	n/a	no
SEAN PATRICK PRESTON	Chartered Financial Analyst	SOUTH MIAMI, FL	0	20	n/a	no
Emma Larson	n/a	SOUTH MIAMI, FL	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARBONELL, CARLOS, ALBERTO	PRINCIPAL/MANAGING PARTNER	C	yes	01/2007	Mar 30, 2012	May 22, 2024
KAUFMAN, CAROL, GORDON	VICE-PRESIDENT	A	yes	09/1997	Mar 30, 2012	May 22, 2024
OWEN, LOUISE, GREENLEAF	CHIEF COMPLIANCE OFFICER	Na	yes	07/2017	Dec 15, 2017	May 22, 2024
POPPE, ANTHONY, ENGLISH	Principal	C	yes	01/2014	Jan 30, 2014	May 22, 2024
WAGGY, JERAD, O'BRIEN	SENIOR FINANCIAL PLANNER	B	yes	01/2019	Aug 9, 2019	May 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$806M	$781M	7	5	0	n/a	n/a
2024	Mar 31, 2025	$710M	$708M	7	5	0	n/a	n/a
2023	Mar 27, 2024	$648M	$646M	8	6	0	n/a	n/a
2022	Mar 31, 2023	$593M	$591M	8	6	0	n/a	n/a
2021	Mar 31, 2022	$646M	$640M	8	6	0	n/a	n/a
2020	Mar 31, 2021	$569M	$564M	8	6	0	n/a	n/a
2019	Mar 19, 2020	$544M	$539M	8	6	0	n/a	n/a
2018	Mar 28, 2019	$448M	$445M	9	7	0	n/a	n/a
2017	Mar 28, 2018	$459M	$455M	8	6	0	n/a	n/a
2016	Mar 28, 2017	$376M	$373M	7	5	n/a	n/a	n/a
2015	Mar 21, 2016	$332M	$330M	6	5	n/a	n/a	n/a
2014	Feb 24, 2015	$343M	$340M	6	6	n/a	n/a	n/a
2013	Jan 30, 2014	$316M	$313M	5	4	n/a	n/a	n/a
2012	Mar 28, 2013	$270M	$269M	5	4	n/a	n/a	n/a
2011	Mar 30, 2012	$245M	$242M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$806M	$710M	13.5%	$593M	10.8%	7	7	0	0

Relationships

Registered with (6)

← SEAN PATRICK PRESTONAdvisorregistration: current employment
Dec 4, 2025 to presentfactForm ADV
← David Andrew WileyAdvisorregistration: current employment
Jul 16, 2025 to presentfactForm ADV
← JERAD O'BRIEN WAGGYAdvisorregistration: current employment
Jun 5, 2014 to presentfactForm ADV
← ANTHONY ENGLISH POPPEAdvisorregistration: current employment
Dec 2, 2008 to presentfactForm ADV
← CARLOS ALBERTO CARBONELLAdvisorregistration: current employment
Apr 23, 2004 to presentfactForm ADV
← Allison Luttermoser BeckhamAdvisorregistration: previous registration
Nov 16, 2018 to Sep 23, 2024factForm ADV

Controls (5)

← KAUFMAN, CAROL, GORDONOwnerVICE-PRESIDENT, ownership code A, individual
Mar 30, 2012 to May 22, 2024factForm ADV
← CARBONELL, CARLOS, ALBERTOOwnerPRINCIPAL/MANAGING PARTNER, ownership code C, individual
Mar 30, 2012 to May 22, 2024factForm ADV
← WAGGY, JERAD, O'BRIENOwnerSENIOR FINANCIAL PLANNER, ownership code B, individual
Aug 9, 2019 to May 22, 2024factForm ADV
← POPPE, ANTHONY, ENGLISHOwnerPRINCIPAL, ownership code C, individual
Jan 30, 2014 to May 22, 2024factForm ADV
← OWEN, LOUISE, GREENLEAFOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 15, 2017 to May 22, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 23, 2024
Advisor changed firm
Allison Luttermoser Beckham left Firestone Capital Management Inc for Beckham Financial, Llc (registered 2026-05-27)
Form ADVobserved 6 days ago
Occurred
May 22, 2024
Control person left
Marvin Jack Firestone (President) no longer on Schedule A of Firestone Capital Management Inc (listed 2024-03-27, absent 2024-05-22)
Form ADVobserved 6 days ago
Occurred
Aug 9, 2019
Control person joined
O'Brien Jerad Waggy (Senior Financial Planner) appeared on Schedule A of Firestone Capital Management Inc
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Sep 17, 2026
Emma Larson registered as an investment adviser representative at Firestone Capital Management Inc

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:30d2bd6b-8af6-99e3-8521-5cae88c070c7
First observed: Mar 30, 2012
Last observed: Jun 24, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FIRESTONE CAPITAL MANAGEMENT INC

CRD 106366

SOUTH MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30d2bd6b-8af6-99e3-8521-5cae88c070c7

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CARLOS ALBERTO CARBONELL

Chartered Financial Analyst

SOUTH MIAMI, FL

n/a

ANTHONY ENGLISH POPPE

Certified Financial Planner|Chartered Financial Analyst

SOUTH MIAMI, FL

n/a

JERAD O'BRIEN WAGGY

Certified Financial Planner

SOUTH MIAMI, FL

David Andrew Wiley

n/a

SOUTH MIAMI, FL

n/a

SEAN PATRICK PRESTON

Chartered Financial Analyst

SOUTH MIAMI, FL

n/a

Emma Larson

n/a

SOUTH MIAMI, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARBONELL, CARLOS, ALBERTO

PRINCIPAL/MANAGING PARTNER

yes

01/2007

Mar 30, 2012

May 22, 2024

KAUFMAN, CAROL, GORDON

VICE-PRESIDENT

yes

09/1997

Mar 30, 2012

May 22, 2024

OWEN, LOUISE, GREENLEAF

CHIEF COMPLIANCE OFFICER

yes

07/2017

Dec 15, 2017

May 22, 2024

POPPE, ANTHONY, ENGLISH

Principal

yes

01/2014

Jan 30, 2014

May 22, 2024

WAGGY, JERAD, O'BRIEN

SENIOR FINANCIAL PLANNER

yes

01/2019

Aug 9, 2019

May 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$806M

$781M

n/a

2024

Mar 31, 2025

$710M

$708M

n/a

2023

Mar 27, 2024

$648M

$646M

n/a

2022

Mar 31, 2023

$593M

$591M

n/a

2021

Mar 31, 2022

$646M

$640M

n/a

2020

Mar 31, 2021

$569M

$564M

n/a

2019

Mar 19, 2020

$544M

$539M

n/a

2018

Mar 28, 2019

$448M

$445M

n/a

2017

Mar 28, 2018

$459M

$455M

n/a

2016

Mar 28, 2017

$376M

$373M

n/a

2015

Mar 21, 2016

$332M

$330M

n/a

2014

Feb 24, 2015

$343M

$340M

n/a

2013

Jan 30, 2014

$316M

$313M

n/a

2012

Mar 28, 2013

$270M

$269M

n/a

2011

Mar 30, 2012

$245M

$242M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$806M

$710M

13.5%

$593M

10.8%