Brookstone Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wheaton, IL. Its latest Form ADV filing, dated February 4, 2026, reports $598M in regulatory assets under management, 5 employees, 1 office, and 8 accounts.
Assets Under Management
$598M
Employees
5
Offices
1 office
Total Clients
8
Primary office
WHEATON, IL
1745 S NAPERVILLE RD, SUITE 200, WHEATON, IL, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$598Mas of February 4, 2026
Discretionary100.0%
$598M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$598M
Total Accounts8
10Y AUM Change$-833M (-58.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee2:1
10Y Employee Change-37 (-88.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.