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
335

Firm details

Headquarters
WHEATON, Illinois
CRD number
141413
Registered since
June 20, 2007
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 active since 2007. The firm serves both individual and family clients as well as institutional accounts, offering a mix of financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational workshops. Brookstone charges a combination of asset‑based fees, hourly fees and fixed fees depending on the engagement, and identifies as an active ESG investor, incorporating environmental, social and governance factors into client portfolios and manager selection where appropriate. Investment activity skews toward equity exposure delivered largely through exchange‑traded instruments, but the firm supplements core equity allocations with a range of alternatives and income solutions. Brookstone is not positioned as a capital allocator; instead it sources third‑party managers across private markets and liquid alternatives to implement diversification, return enhancement and risk‑management objectives. The firm earned recognition from FA Magazine in 2020 as a Top RIA Firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 36
  • DANIEL CREWS

    Chief Operations Officer / Financial AdvisorCRD 6133124

  • Abby Reed

    Co-CEOCRD 6781337

  • NADIM ZAYED

    Founder and CEOCRD 3267818

Unlock 33 more executives

Contacts

3 of 299
  • Brent Wells

    Co-Owner & Financial AdvisorCRD 7298563

  • Mitchell Nunn

    Managing DirectorCRD 7829781

  • MATTHEW COSTELLO

    Investment Advisor RepresentativeCRD 2025336

Unlock 296 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 796

Active vs passive

$6.7B in ETFs

Passive

62%

$4.2B

Active

33%

$2.5B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$210M1,069,6313.11%

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth