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Rodney Tate Martin

Investment Adviser Representative at Brookstone Capital Management LLC

Calhoun Falls, SCCRD #5388338Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Rodney Tate Martin is an investment adviser representative with Brookstone Capital Management LLC in Calhoun Falls, SC, where they have been registered since 2016. They have worked in the securities industry since 2008 and were previously registered with Center Street Advisors, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in North Carolina and South Carolina.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina, South Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/21/2012
Series 65
Uniform Investment Adviser Law Examination
Passed 8/12/2008
SIE
Securities Industry Essentials Examination
Passed 3/31/2016
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/26/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Brookstone Capital Management LLCCurrent
3/30/2016 – Calhoun Falls, SC
Center Street Advisors, Inc.
7/13/2015 – 3/31/2016Calhoun, SC
Brookstone Capital Management LLC
8/26/2008 – 7/10/2015Calhoun Falls, SC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. SELF Employed Insurance Agent
    Sep 2006 – no end date reportedCalhoun Falls, SC
  2. BLUE SUIT Advisors, LLC
    Jul 2007 – no end date reportedCalhoun Falls, SC
  3. Transamerica Premier Insurance Company
    Nov 2012 – Jun 2021Calhoun, SC
  4. Brookstone Capital Management, LLC
    Mar 2016 – no end date reportedWheaton, IL

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Brookstone Capital Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$5,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Integrated advisor technology portal, turnkey and open-architecture investment solutions (including CFA-designed RAISE core models), comprehensive advisor training programs (including the PASS series and Inspire National Conference), turnkey marketing solutions (including digital hybrid marketing and Facebook ad campaigns), financial planning support, and back-office management.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
TAMPTurnkey Asset ManagementIndependent AdvisorsInvestment SolutionsAdvisor TrainingFinancial PlanningMarketing ProgramsBack-office SupportAdvisor TechnologyPractice Management

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
338
Offices listed on AdvisorFinder:
26
Main office:
Wheaton, IL
SEC file number:
801-68010

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 29, 2026

View full firm profile

Other advisors at Brookstone Capital Management LLC

Showing 12 of 338 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rodney Tate Martin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Rodney Tate Martin (Brookstone Capital Management)