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| Brookstone Capital Management LLC
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|
|---|---|
| CRD # | 141413 |
| SEC # | 801-68010 |
| CIK # | 0001599584 |
| AUM | $12.8 B (2026-03-11) |
| Employees | 405 (79% Investors, 0% Brokers) |
| Phone | 630-653-1400 |
| Address | 1745 S Naperville Road Wheaton, IL 60189 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49,950 | 11.0 |
| (b) Individuals (high net worth individuals) | 4,860 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 35 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 81,900 | 12.8 |
| By Discretionary | ||
| Discretionary | 81,900 | 12.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 81,900 | 12.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.8 | |
| Total | 81,900 | 12.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001599584] | |
| SC 13G | [0001599584] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Circle Wealth Management LLC
✚
|
NJ | 14.1 |
|
Goldman Sachs Asset Management Singapore PTE Ltd
✚
|
13.8 | |
|
Ameritas Advisory Services LLC
✚
|
NE | 13.7 |
|
The Mather Group LLC
✚
|
IL | 13.4 |
|
CBIZ Investment Advisory Services LLC
✚
|
OH | 12.8 |
|
Appleton Partners Inc
✚
|
MA | 12.6 |
|
Advisors Capital Management LLC
✚
|
NJ | 12.2 |
|
NorthRock Partners LLC
✚
|
MN | 12.2 |
|
Mairs and Power Inc
✚
|
MN | 12.1 |
|
Sentinel Pension Advisors LLC
✚
|
MA | 11.9 |