BROOKSTONE CAPITAL MANAGEMENT LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds10%
- Other8%
- US Government Bonds5%
Owners & executives
3 of 36DANIEL CREWS
Chief Operations Officer / Financial AdvisorCRD 6133124
Abby Reed
Co-CEOCRD 6781337
NADIM ZAYED
Founder and CEOCRD 3267818
Contacts
3 of 299Brent Wells
Co-Owner & Financial AdvisorCRD 7298563
Mitchell Nunn
Managing DirectorCRD 7829781
MATTHEW COSTELLO
Investment Advisor RepresentativeCRD 2025336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 796Active vs passive
$6.7B in ETFs
62%
$4.2B
33%
$2.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $210M | 1,069,631 | 3.11% |
Location
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
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