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BROOKSTONE CAPITAL MANAGEMENT LLC

WHEATON, IL · CRD 141413 · IAPD ↗ · brookstonecm.com · 630-653-1400

$12.75BRegulatory AUM
320Advisory reps
405Employees
35Clients
251-500Planning clients
0Private funds
51States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
March 2025 — BROOKSTONE CAPITAL MANAGEMENT LLC shrank from 324 to 319 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
March 2025 — BROOKSTONE CAPITAL MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2024 — BROOKSTONE CAPITAL MANAGEMENT LLC shrank from 330 to 324 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.