A complete list of active advisors currently associated with Firestone Capital Management Inc

Warmer can help you find a great advisor at Firestone Capital Management Inc or one who fits your needs even better.

Firestone Capital Management serves individuals and families (including trusts and estates), as well as pension and profit‑sharing plans, charitable organizations, and corporations, managing roughly $806 million across about 375 client relationships. The firm offers ongoing wealth management, portfolio management and financial planning on primarily a discretionary basis and typically requires a $1,000,000 minimum account for new clients. The firm’s investment approach emphasizes global asset allocation, written investment policies tailored to each client, and regular rebalancing with a long‑term orientation; portfolios commonly use mutual funds, ETFs and individual bonds, with individual equities included only at client request. Research and recommendations draw on both in‑house analysis and external sources (for example, YCharts, Federal Reserve, Charles Schwab, and JP Morgan), and the advisory team includes CFP® and CFA‑credentialed professionals. Distinctive operational features include a fee‑only compensation model for ongoing management paired with hourly billing for financial planning and the firm’s use of independent custodians rather than taking direct custody of client assets. Firestone also does not vote proxies for client securities—a practice that differs from many peers—and documents its compliance controls, including oversight of standing letters of authorization and periodic audits.

To learn more about the advisors currently working at Firestone Capital Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.