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| Brookstone Capital Management LLC
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| CRD # | 141413 |
| SEC # | 801-68010 |
| CIK # | 0001599584 |
| AUM | 12.75 B (2026-03-11) |
| Employees | 405 (79% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 630-653-1400 |
| Address | 1745 S Naperville Road Wheaton, IL 60189 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/11/2026) [Brochure] |
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ITEM 7 - TYPES OF CLIENTS
BCM generally provides investment advice to individuals, pension and/ or profit sharing plans, trusts, estates,
charitable organizations, corporations and other business entities. Requirements for opening an account could vary
depending on the program selected, but typically minimum account size requirements are between $5,000 and
$100,000. BCM may, at its discretion, accept accounts below the minimum required amount. Prior to engaging
BCM to provide any of the investment advisory services described in this Brochure, the client will be required to
enter into a written agreement setting forth the terms and conditions under which the firm shall render its services.
BROOKSTONE CAPITAL MANAGEMENT | BrookstoneCM.com
FORM ADV PART 2A – DISCLOSURE BROCHURE Page 13 of 28 |
| Sector | Form 13F Holdings | Value ($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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Clients | 35 |
| Serves | Institutional, Retail, Research |
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