Investment adviser · CRD 141413

BROOKSTONE CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

WHEATON, IL, United States · Form ADV filed Sep 29, 2026

Regulatory AUM: $12.8B
Client accounts: 81,900
Employees: 405
Advisory professionals: 320

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	49,950	$11,016,487,881	86.4%
High-net-worth individuals	4,860	$1,646,141,867	12.9%
Corporations & businesses	35	$87,500,000	0.7%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2135413 · Sep 29, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 29, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

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

CRD 141413

Filing source

Form ADV 2135413 · Sep 29, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.