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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation primeMeridian
- Established Date
- 10-04-2013
- Office Locations
- 1
Office Locations
About Brookstone Financial
Brookstone Financial is a Jeffersonville, IN-based fiduciary, fee-based investment manager and financial planning firm serving individuals and employer groups. The team delivers retirement and investment planning, tax-efficient retirement plan and group health benefits consulting, and education through events and guest speaking. Portfolios primarily use public funds and ETFs, with custody through Charles Schwab.
Team overview
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Owner & Executives
SETH BARNES STEWART
Chief Compliance Officer, President
- CRD
- #5467292
- Ownership
- 75% or more
Jermetria Nichelle White
Chief Compliance Officer, Vice President
- CRD
- #7414547
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Ethan C Adams
Financial Advisor, General Partner
- CRD
- #6656510
TAMMI ADELE DAUBY
Financial Planner
- CRD
- #4632144
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,059,405 | -- |
| Non-Discretionary | $549,196 | -- |
| Total | $103,608,601 | -- |
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Separately Managed Accounts
Total SMA Asset: $103,608,601
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $308,014,843 | 42.9% |
| Equity - Exchange | $196,009,446 | 27.3% |
| Cash | $213,959,028 | 29.8% |
| Total | $717,983,317 | 100.0% |