CRD: 141413
Brookstone Capital Management LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-21-2006
- Office Locations
- 240
Office Locations
About Brookstone Capital Management LLC
Brookstone Capital Management is a TAMP+ for independent financial advisors, pairing an integrated Advisor Portal (proposals, onboarding, forms and workflows) with turnkey and open-architecture investment solutions, including CFA-designed RAISE core models. It supports advisors with PASS training, turnkey marketing funnels, and a financial planning team focused on converting HNW prospects, plus operational and compliance oversight (archiving and E&O). Named a fastest-growing RIA by Financial Advisor Magazine.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JASON MICHAEL CRUMP
RELATIONSHIP MANAGER, Vice President
- CRD
- #4096604
- Ownership
- Less than 5%
MARK WILLIAM DIORIO
Advisor, Chief Investment Officer
- CRD
- #2880717
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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JULIE RAE ABRAMS
Owner
- CRD
- #1473328
RADAMES ABREU
--
- CRD
- #4418441
Showing 2 of 337 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,750,129,748 | $155,679 |
| Non-Discretionary | $0 | -- |
| Total | $12,750,129,748 | $155,679 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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