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Data / Investment advisers / Florida / Firestone Capital Management Inc

Firestone Capital Management Inc, South Miami, FL: $806 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Firestone Capital Management Inc is an SEC registered investment adviser with its main office in South Miami, Florida and reports $806 million in regulatory assets under management in its Form ADV filed June 24, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.

The request: Watch Firestone Capital Management Inc (CRD number 106366): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
106366
SEC file number
801-40397
SEC status
Approved, effective December 16, 1991
Main office
7301 SW 57th Ct Unit 450, South Miami, FL 33143
Phone
(305) 669-2119
Regulatory AUM
$806,199,930 in the Form ADV filed June 24, 2026
Discretionary AUM
$781,350,483
Non discretionary AUM
$24,849,447
Accounts
1,298
Employees
7, of which 5 give investment advice
Form of organization
Corporation
Paid through
a percentage of assets under management, hourly charges, fixed fees
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
June 24, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
High net worth individuals192$715.6 million
Individuals (other than high net worth individuals)183$72.3 million
Pension and profit sharing plansFewer than 5$9.5 million
Corporations or other businessesFewer than 5$6.5 million
Charitable organizationsFewer than 5$2.2 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$806.2 millionMarch 18, 2026
December 1, 2025$710.3 millionMay 29, 2025

Other advisers in Florida

AdviserCityAUMPrivate fundsSource
Ciccarelli Advisory Services IncNaples$1.59 billionNot listedadviserinfo.sec.gov
Locust Point CapitalMiami$1.58 billion4adviserinfo.sec.gov
Credicorp Capital Advisors LLCMiami$1.58 billionNot listedadviserinfo.sec.gov
Calton & Associates, Inc.Tampa$1.58 billionNot listedadviserinfo.sec.gov
Evertern Wealth, LLCNaples$1.56 billionNot listedadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.