This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-21-2006
- Office Locations
- 236
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.
Reported data analysis
What the numbers show
Between July 30, 2025 and March 11, 2026, reported AUM increased 22.5%, from $10.4B to $12.8B.
Across 5 reported observations, AUM increased 51.8% between November 2, 2022 and March 11, 2026, from $8.4B to $12.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 320 advisory representatives and 54,880 clients, or 171.5 clients per representative. That equates to $232.3K in reported AUM per client.
The profile lists 236 reported office locations and 20 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Brookstone Capital Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full Brookstone Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
TRISTAN DOUGLAS ABALOS
--
- CRD
- #7745723
JULIE RAE ABRAMS
Owner
- CRD
- #1473328
Showing 2 of 339 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Brookstone Capital Management LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Brookstone Capital Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing