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Employer firm

Brookstone Capital Management LLC CRD 141413

$12.8B regulatory AUM 35 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Brookstone Capital Management Llc

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-15
  • FL RA
    APPROVED
    Since 2025-02-15

Branch Locations

1961 Sw Park Pl Ste 201, Port Saint Lucie, FL 34986 • United States

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amerilife Port Saint Lucie FL 06/2024 Present
Indian River School District Vero Beach FL 06/2023 05/2024
St Lucie Public Schools Fort Pierce FL 07/2021 05/2023
Ambika's Music Academy, Llc Orlando/Fort Pierce FL 08/2020 12/2024
Musical Minds Conservatory, Llc Windermere FL 08/2020 05/2021
Unemployed Winter Garden FL 02/2020 07/2020
Beats & Tunes Longwood FL 09/2019 02/2020
Sam Ash Orlando FL 09/2016 02/2020
Hollister Winter Garden FL 06/2016 02/2017
Student Orlando FL 01/2015 05/2021
  • 06/2024 → Present
    Amerilife
    Port Saint Lucie, FL
  • 06/2023 → 05/2024
    Indian River School District
    Vero Beach, FL
  • 07/2021 → 05/2023
    St Lucie Public Schools
    Fort Pierce, FL
  • 08/2020 → 12/2024
    Ambika's Music Academy, Llc
    Orlando/Fort Pierce, FL
  • 08/2020 → 05/2021
    Musical Minds Conservatory, Llc
    Windermere, FL
  • 02/2020 → 07/2020
    Unemployed
    Winter Garden, FL
  • 09/2019 → 02/2020
    Beats & Tunes
    Longwood, FL
  • 09/2016 → 02/2020
    Sam Ash
    Orlando, FL
  • 06/2016 → 02/2017
    Hollister
    Winter Garden, FL
  • 01/2015 → 05/2021
    Student
    Orlando, FL
Other Businesses

- AmeriLife -Investment related -2650 McCormick Dr, Clearwater FL 33759 -Insurance agency -Working as an independent representative with a 215 license (Health, Life & Annuities). -1099 employee -06/03/2024 -60 hrs/month -0 hrs during securities trading hours -Duties include reviewing client health insurance, life insurance & fixed annuities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-05
  • S65 Uniform Investment Adviser Law Examination
    2025-02-05

View on SEC IAPD

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