RIA Intel›Advisers›Illinois›BROOKSTONE CAPITAL MANAGEMENT LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

Advisory

N·WHEATON, IL

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM

$12.8B

1-Year AUM Growth

+17.7%

3-Year CAGR

+35.6%

Employees

320

Assets Under Management

Total AUM$12.8B

Discretionary AUM$12.8B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54,545

Team

Total Employees320

Investment Advisers405

Employee Growth (1Y)-0.3%

Filing History

Total Filings on Record89

First FilingMay 31, 2007

Latest FilingMar 11, 2026

🔒 Full AUM trend chart and 89 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BROOKSTONE CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.