← Directory
BROOKSTONE CAPITAL MANAGEMENT LLC
CRD 141413File 801-68010
APPROVED
Retail clients
Disclosure events
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.75B
Top 10% of cohort (national)
Discretionary AUM
$12.75B
Clients
54,845
81,900 accounts
Employees
405
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 20, 2007
- Principal office
- 1745 S. NAPERVILLE ROAD, SUITE 200, WHEATON, IL, 60189
- Phone
- 630-653-1400
- Website
- HTTP://WWW.BROOKSTONECM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.75B
- Discretionary AUM
- $12.75B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 81,900
- Non-discretionary accounts
- 0
- Total accounts
- 81,900
- AUM per client
- $232K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 35 | $87.5M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 4,860 | $1.65B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 49,950 | $11.02B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.