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Advisor

Carlos Carbonell

Firestone Capital Management · South Miami, Florida

Carlos Carbonell is a fee-only financial advisor at Firestone Capital Management in South Miami, Florida, who holds the CFA credential. Firestone Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFA

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Facts

FirmFirestone Capital Management
Based in South Miami, Florida
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$806.2M across 1,298 accounts
CredentialsCFA
SEC registration Investment adviser representative in FL, TX · CRD 4156160
Exams passedSeries 65 (2004) · Series 66 (2000)
Firm size7 employees
Disclosures None reported
Websitewww.firestonecapital.com

How Carlos's firm compares

  • Firestone Capital Management's average account is about $621,000, from its Form ADV (assets managed divided by 1,298 accounts).

What fee-only advisors charge in Florida

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Questions about Carlos

Is Carlos Carbonell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carlos holds no broker registration, and Firestone Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Carlos charge for financial advice?

Carlos's firm, Firestone Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Carlos Carbonell based?

Carlos Carbonell is based in South Miami, Florida.

What credentials does Carlos Carbonell hold?

Carlos Carbonell holds the CFA credential.

Is Carlos Carbonell registered with the SEC?

Yes. Carlos Carbonell is registered as an investment adviser representative in FL and TX (CRD 4156160), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Firestone Capital Management manage?

Firestone Capital Management reports $806.2M across 1,298 accounts in assets under management.

How do I contact Carlos Carbonell?

Through Carlos's website, www.firestonecapital.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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