SourcingSourcing

FIRESTONE CAPITAL MANAGEMENT INC

C36
CRD 106366·SEC 801-40397·SOUTH MIAMI, FL
AUM
$806.2M
$500M-$1B
Est. Revenue
$8.1M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIRESTONE CAPITAL MANAGEMENT INC
CRD
106366
SEC file #
801-40397
EIN
—
DBA names
—

Economics

AUM
$806.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$448.2M → $806.2M▲ +80%
Client mix
Individuals High Net Worth192
Individuals Other183

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
7 advisors → 5 advisors▼ -29%
Primary office
SOUTH MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
linkedin.com/company/2796442(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARBONELL, CARLOS, ALBERTO
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CARBONELL, CARLOS, ALBERTO
POPPE, ANTHONY, ENGLISH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:firestone.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab10
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4156160
Trust Company Affiliate
No

People (5)

5
POPPE, ANTHONY, ENGLISH
IAR · Direct Owner · 37.5%
5588505
WAGGY, JERAD, O'BRIEN
IAR · Direct Owner · 37.5%
5180439
CARBONELL, CARLOS, ALBERTO
IAR · Direct Owner · 37.5%
4156160
David Andrew Wiley
IAR
7657401
SEAN PATRICK PRESTON
IAR
5069113