BROOKSTONE CAPITAL MANAGEMENT LLC

CRD 141413 · SEC 801-68010

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1745 S. NAPERVILLE ROAD, SUITE 200, WHEATON, IL, 60189, United States

Phone

630-653-1400

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$12.75B

Discretionary AUM

$12.75B

Team

405 total employees; 320 advisory reps; 35 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	49950	$11.02B
High net worth individuals	4860	$1.65B
Corporations/business entities	35	$87.5M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTP://WWW.BROOKSTONECM.COM
HTTPS://TWITTER.COM/BROOKSTONECM
HTTPS://WWW.FACEBOOK.COM/BROOKSTONECAPITALMANAGEMENT
https://www.instagram.com/brookstonecm/
HTTPS://WWW.LINKEDIN.COM/COMPANY/BROOKSTONE-CAPITAL-MANAGEMENT

Official SEC filing: View on IAPD