BC
BROOKSTONE CAPITAL MANAGEMENT LLC
SEC RegisteredA powerful, TAMP+ designed to support every aspect of your practice.
WHEATON, ILhttps://brookstonecm.com630-653-1400
Assets Under Management
$5B–$25B
Employees
405
Office Locations
26 offices
Total Accounts
81900
About the firm
Brookstone is a Turnkey Asset Management Platform (TAMP) that helps independent financial advisors grow by providing tools, resources, and a dedicated team of professionals. Their integrated platform covers technology, investments, training, marketing, planning, and back-office support. They serve hundreds of advisors across the country with customized investment solutions and comprehensive training and marketing programs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Areas of expertise
TAMPTurnkey Asset ManagementIndependent AdvisorsInvestment SolutionsAdvisor TrainingFinancial PlanningMarketing ProgramsBack-office SupportAdvisor TechnologyPractice Management
Services
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.
Who they serve
Independent financial advisors across the country
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 49,950 | $11.0B |
| High Net Worth Individuals | 4,860 | $1.6B |
35 total clients reported on Form ADV.
Leadership
Nadim Khalil Zayed
PRESIDENT AND MEMBER
Matthew Lee Lovett
CHIEF COMPLIANCE OFFICER
Office locations
26 offices in 14 states
IL
WHEATONHQ
OH
SIDNEY
MD
GERMANTOWN
IL
EDWARDSVILLE
FL
MAITLAND
IL
BUFFALO GROVE
GA
SNELLVILLE
PA
PITTSBURGH
IN
KOKOMO
WI
STEVENS POINT
PA
WILLOW GROVE
NH
CONCORD
PA
BARTONSVILLE
MI
MUSKEGON
TN
BRENTWOOD
OH
WESTLAKE
TN
MURFREESBORO
TX
LEWISVILLE
CO
ENGLEWOOD
GA
ATLANTA
MI
GRAND RAPIDS
OH
WORTHINGTON
IL
DEERFIELD
NC
DURHAM
IL
PALOS PARK
CO
CASTLE ROCK
Advisors at this firm
Showing 100 of 338
Julie Rae Abrams
Investment Adviser Representative
Radames Abreu
Investment Adviser Representative
Michael Raymond Adams
Investment Adviser Representative
William Gabriel Adcock
Investment Adviser Representative
James William Aldrich II
Investment Adviser Representative
Natalie Elizabeth Allard-Arell
Investment Adviser Representative
Christopher Silviano Alvarez
Investment Adviser Representative
Russell T Amsden III
Investment Adviser Representative
Andrew John Andersen
Investment Adviser Representative
Owen Sherwood Arnoff
Investment Adviser Representative
Stephen Edwin Arnold
Investment Adviser Representative
Michael David Ausherman Jr
Investment Adviser Representative
Thomas Gerard Avellino
Investment Adviser Representative
Richard Todd Baker
Investment Adviser Representative
Charles Lee Barber
Investment Adviser Representative
Teresa Lynn Bear
Investment Adviser Representative
Kevin Randall Eugene Berry
Investment Adviser Representative
Scott Elliot Bird III
Investment Adviser Representative
David Brian Blickhan
Investment Adviser Representative
Ernest Louis Bonnoitt Jr.
Investment Adviser Representative
Bernard Emile Boucher
Investment Adviser Representative
Tyler Roy Bruns
Investment Adviser Representative
David McDowell Bryant
Investment Adviser Representative
Chad Patrick Budy
Investment Adviser Representative
Jeffrey Banks
Investment Adviser Representative
Patricia Lynn Baxter
Investment Adviser Representative
Luke Richard Bertke
Investment Adviser Representative
Kyle Ross Beshoar
Investment Adviser Representative
Michael Joseph Beshoar
Investment Adviser Representative
Alexander Bobin
Investment Adviser Representative
Nicholas Anthony Boeckman
Investment Adviser Representative
Lance Fisher Boeger
Investment Adviser Representative
Courtney Lynn Bonstrom
Investment Adviser Representative
Kyle Boston
Investment Adviser Representative
Brian Brassell
Investment Adviser Representative
John Michael Bromfield
Investment Adviser Representative
Richard Brown
Investment Adviser Representative
Ross Frederick Browne
Investment Adviser Representative
Matthew A Burklund
Investment Adviser Representative
Brian David Carenza
Investment Adviser Representative
Scott Perry Carter
Investment Adviser Representative
Lloyd Vernon Childress Jr
Investment Adviser Representative
Jonathan M. Clark
Investment Adviser Representative
Steven Russell Clark
Investment Adviser Representative
Matthew Brian Costello
Investment Adviser Representative
Robert Ronald Courser
Investment Adviser Representative
Daniel George Crews
Investment Adviser Representative
Ray Charles Croff
Investment Adviser Representative
Aaron David Cantley
Investment Adviser Representative
Sage Vincent Capone
Investment Adviser Representative
Andrew Gregory Castro
Investment Adviser Representative
Carrington Kelvin Chalwe Jr
Investment Adviser Representative
John Allan Chapman
Investment Adviser Representative
Casey Ciesla
Investment Adviser Representative
George William Clark Jr
Investment Adviser Representative
Peter James Conway
Investment Adviser Representative
Taylor Scott Copas
Investment Adviser Representative
Jonathan Russell Cosner
Investment Adviser Representative
Alfred Costanzo
Investment Adviser Representative
Miles Wesley Costin III
Investment Adviser Representative
Andres Javier Cota
Investment Adviser Representative
Kirk James Cox
Investment Adviser Representative
Ryan James Cravitz
Investment Adviser Representative
April Reed Crews
Investment Adviser Representative
Mauro Michael D'Amico
Investment Adviser Representative
Jared Lozano Davis
Investment Adviser Representative
Stephen G. Davis
Investment Adviser Representative
Mario P Dela Cerna
Investment Adviser Representative
Jennifer Kelly Delcomyn
Investment Adviser Representative
Craig Martin Dembeck
Investment Adviser Representative
Ryan Patrick Dalit
Investment Adviser Representative
Daniel Marcel Dalke-Dupey
Investment Adviser Representative
Joseph Paul Daly
Investment Adviser Representative
Stephen Bryan Daney
Investment Adviser Representative
Drew William Davis
Investment Adviser Representative
Samuel James Davis
Investment Adviser Representative
Lawrence R Delegge
Investment Adviser Representative
Alec Derderian
Investment Adviser Representative
Mark William Diorio
Investment Adviser Representative
Joseph Walter Dowling
Investment Adviser Representative
David William Evans
Investment Adviser Representative
Elaine Edwards
Investment Adviser Representative
Timothy Michael Fallon
Investment Adviser Representative
Justin Michael Farley
Investment Adviser Representative
John D Fontana Jr.
Investment Adviser Representative
Katherine Yvonne Fowler
Investment Adviser Representative
Randall Eric Fritts
Investment Adviser Representative
John Charles Flaherty
Investment Adviser Representative
Joseph Florina
Investment Adviser Representative
Jordan Flowers
Investment Adviser Representative
Bryan Foster
Investment Adviser Representative
Roger Dale Fuhrman
Investment Adviser Representative
Russell Lee Game
Investment Adviser Representative
Charles Garofalo
Investment Adviser Representative
Guy Daniel Gohn
Investment Adviser Representative
Jeffrey M Gorton
Investment Adviser Representative
Nolan James Goslee
Investment Adviser Representative
Michael William Grady
Investment Adviser Representative
Gary S. Graham
Investment Adviser Representative
Josiah Grauso
Investment Adviser Representative
Regulatory & compliance
CRD number
#141413
SEC Number
801-68010
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $5,000 (waivable)
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
brookstonecm.comPhone
630-653-1400Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BROOKSTONE CAPITAL MANAGEMENT LLC 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 the SEC or FINRA websites before making any decision.
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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched