FIRESTONE CAPITAL MANAGEMENT

HTTPS://WWW.LINKEDIN.COM/COMPANY/2796442/ CORAL GABLES, FL Investment Advisor How do I update this listing?

Firestone Capital Management is based out of Coral Gables. Firestone Capital Management is a large advisory firm with 316 clients and discretionary assets under management (AUM) of $539,100,000 (Form ADV from 2020-06-26). Their last reported 13F filing for Q2 2020 included $215,630,000 in managed 13F securities and a top 10 holdings concentration of 53.93%. Firestone Capital Management's largest holding is iShares Core Total USD Bond Market ETF with shares held of 610,135. Whalewisdom has at least 4 13F filings

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06/30/2020

13F Activity

  • Market Value $215.63 Million
  • Prior Market Value $192.346 Million
  • New Purchases34 stocks
  • Additional Purchases62 stocks
  • Sold out of30 stocks
  • Reduced holdings in70 stocks
  • Top 10 Holdings % 53.93 %
  • Turnover % [1]:14.48%
  • Turnover Alt % [2]: 6.03 %
  • Time Held Top20:1.85 quarters
  • Time Held Top10:1.80 quarters
  • Time Held All:1.84 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 20.92%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

FIRESTONE CAPITAL MANAGEMENT INC
1501 VENERA AVENUE SUITE 310
CORAL GABLES FL    33146-3047
Country: United States

Business Phone: (305) 669-2119
Fax: (305) 669-1976
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 225,800,000
Total Number of Clients: 316
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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FIRESTONE CAPITAL MANAGEMENT INC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
FIRESTONE, JACK, MARVIN PRESIDENT 09/01/1997 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-09-01
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT direct 1997-09-01 2004-08-05
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT/CCO direct 1997-09-01 2006-03-29
KAUFMAN, CAROL, GORDON VICE-PRESIDENT 09/01/1997 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC VICE-PRESIDENT direct 1997-09-01
CARBONELL, CARLOS, ALBERTO PRINCIPAL/MANAGING PARTNER 01/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL direct 2007-01-01
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL/MANAGING PARTNER direct 2007-01-01
POPPE, ANTHONY, ENGLISH PRINCIPAL 01/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL direct 2014-01-01
OWEN, LOUISE, GREENLEAF CHIEF COMPLIANCE OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2017-07-01
WAGGY, JERAD, O'BRIEN SENIOR FINANCIAL PLANNER 01/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC SENIOR FINANCIAL PLANNER direct 2019-01-01

FIRESTONE CAPITAL MANAGEMENT INC

ownership team - last updated 2020-03-19
Name Title Start Date Direct/Indirect % Ownership

FIRESTONE CAPITAL MANAGEMENT INC

ownership team - last updated 2019-11-19
Name Title Start Date Direct/Indirect % Ownership
FIRESTONE, JACK, MARVIN PRESIDENT 09/01/1997 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-09-01
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT direct 1997-09-01 2004-08-05
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT/CCO direct 1997-09-01 2006-03-29
KAUFMAN, CAROL, GORDON VICE-PRESIDENT 09/01/1997 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC VICE-PRESIDENT direct 1997-09-01
CARBONELL, CARLOS, ALBERTO PRINCIPAL/MANAGING PARTNER 01/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL direct 2007-01-01
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL/MANAGING PARTNER direct 2007-01-01
POPPE, ANTHONY, ENGLISH PRINCIPAL 01/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL direct 2014-01-01
OWEN, LOUISE, GREENLEAF CHIEF COMPLIANCE OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2017-07-01
WAGGY, JERAD, O'BRIEN SENIOR FINANCIAL PLANNER 01/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC SENIOR FINANCIAL PLANNER direct 2019-01-01

FIRESTONE CAPITAL MANAGEMENT INC

ownership team - last updated 2019-08-09
Name Title Start Date Direct/Indirect % Ownership
FIRESTONE, JACK, MARVIN PRESIDENT 09/01/1997 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-09-01
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT direct 1997-09-01 2004-08-05
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT/CCO direct 1997-09-01 2006-03-29
KAUFMAN, CAROL, GORDON VICE-PRESIDENT 09/01/1997 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC VICE-PRESIDENT direct 1997-09-01
CARBONELL, CARLOS, ALBERTO PRINCIPAL/MANAGING PARTNER 01/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL direct 2007-01-01
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL/MANAGING PARTNER direct 2007-01-01
POPPE, ANTHONY, ENGLISH PRINCIPAL 01/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL direct 2014-01-01
OWEN, LOUISE, GREENLEAF CHIEF COMPLIANCE OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2017-07-01
WAGGY, JERAD, O'BRIEN SENIOR FINANCIAL PLANNER 01/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC SENIOR FINANCIAL PLANNER direct 2019-01-01

FIRESTONE CAPITAL MANAGEMENT INC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
FIRESTONE, JACK, MARVIN PRESIDENT 09/01/1997 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-09-01
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT direct 1997-09-01 2004-08-05
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT/CCO direct 1997-09-01 2006-03-29
KAUFMAN, CAROL, GORDON VICE-PRESIDENT 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC VICE-PRESIDENT direct 1997-09-01
CARBONELL, CARLOS, ALBERTO PRINCIPAL/MANAGING PARTNER 01/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL direct 2007-01-01
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL/MANAGING PARTNER direct 2007-01-01
POPPE, ANTHONY, ENGLISH PRINCIPAL 01/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL direct 2014-01-01
OWEN, LOUISE, GREENLEAF CHIEF COMPLIANCE OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2017-07-01

FIRESTONE CAPITAL MANAGEMENT INC

ownership team - last updated 2017-12-15
Name Title Start Date Direct/Indirect % Ownership
FIRESTONE, JACK, MARVIN PRESIDENT 09/01/1997 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1997-09-01
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT direct 1997-09-01 2004-08-05
FIRESTONE CAPITAL MANAGEMENT INC PRESIDENT/CCO direct 1997-09-01 2006-03-29
KAUFMAN, CAROL, GORDON VICE-PRESIDENT 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC VICE-PRESIDENT direct 1997-09-01
CARBONELL, CARLOS, ALBERTO PRINCIPAL/MANAGING PARTNER 01/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL direct 2007-01-01
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL/MANAGING PARTNER direct 2007-01-01
POPPE, ANTHONY, ENGLISH PRINCIPAL 01/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC PRINCIPAL direct 2014-01-01
OWEN, LOUISE, GREENLEAF CHIEF COMPLIANCE OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRESTONE CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2017-07-01

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