Brookstone Capital Management LLC

RIASEC RegisteredEst. 2007
Total AUM
$12.8B
Discretionary
$12.8B
100% of AUM
Avg account
$156K
Accounts
81,900
Employees
405
Advisory reps
337

Firm details

Headquarters
Wheaton, Illinois
CRD number
141413
Registered since
June 20, 2007
Website
www.brookstonecm.com
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals86.4%
  • HNWI12.91%
  • Corporations / Businesses0.69%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Brookstone Capital Management LLC is an independent registered investment adviser organized as an LLC and operating since 2007. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, third-party manager selection, and investor education through seminars and workshops. Its fee schedule includes asset-based charges alongside hourly and fixed-fee arrangements. Brookstone identifies as an active ESG investor and has been recognized on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Public Funds/Mutual Funds 15%, Investment Grade Corp Bonds 10%, Other 8%, US Government Bonds 5%, Non-Investment Grade Corp Bonds 2%, Derivatives 2%, Cash & Cash Equivalents 2%, State & Local Bonds 1%55%
  • Exchange Traded Equities55%
  • Public Funds/Mutual Funds15%
  • Investment Grade Corp Bonds10%
  • Other8%
  • US Government Bonds5%

Owners & executives

3 of 33
  • Daniel Crews

    Daniel Crews

    Chief Operations Officer / Financial AdvisorCRD 6133124

  • Abby Reed

    Abby Reed

    Co-CEOCRD 6781337

  • Shawn Kiehne

    Shawn Kiehne

    Owner & CEOCRD 6563829

Unlock 30 more executives →

Contacts

3 of 304
  • Brent Wells

    Brent Wells

    Co-Owner & Financial AdvisorCRD 7298563

  • Mitchell Nunn

    Mitchell Nunn

    Managing DirectorCRD 7829781

  • Matthew Costello

    Investment Advisor RepresentativeCRD 2025336

Unlock 301 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 882

Active vs passive

$7.6B in ETFs

Passive

63%

$4.8B

Active

31%

$2.8B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$247M1,134,6113.27%
Unlock additional holdings →

Location

Primary office

Wheaton, IL

Du Page

Location

Wheaton, IL

Headquartered in Wheaton, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
1745 S Naperville Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Innovator Capital Management, LLC

RIA

Wheaton, IL

AUM $30.2BTEAM 73REPS 8

Brookstone Asset Management, LLC

RIA

Wheaton, IL

AUM $598MTEAM 5REPS 6

First Trust Advisors LP

RIA

Wheaton, IL

AUM $309BTEAM 542REPS 608

Booster Asset Management, LLC

RIA

Wheaton, IL

AUM $346MTEAM 2REPS 3

Monetta Financial Services Inc

RIA

Wheaton, IL

AUM $145MTEAM 3REPS 5

Mckenna Capital, Inc.

RIA

Wheaton, IL

AUM $83.4MTEAM 2REPS 2
More RIAs in Wheaton →All Illinois RIAs →