Castle Rock, CO Office
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Brookstone Capital Management LLC
Enterprise
Firm-wide stats for Brookstone Capital Management LLC
About
Brookstone Capital Management provides fee-based asset management and financial planning to a broad client base that includes individuals (including high‑net‑worth clients), retirement plans, corporations, trusts, and other business entities. The firm operates a turnkey asset management platform (the “BCM Platform”) and sponsors a wrap‑fee program, offering discretionary portfolio management through investment advisor representatives and by serving as a sub‑advisor to other advisory programs.
BCM’s investment approach includes strategic and dynamic asset‑allocation models (the RAISE 360® Model Series), use of Unified Managed Accounts, and a mix of ETFs, mutual funds, individual securities, options‑enhanced strategies (including Buffer and Covered Call strategies), structured notes and bespoke model portfolios. The firm also integrates proprietary and affiliated funds into its models and uses both internal and external sub‑advisors and model portfolios to implement client allocations.
Noteworthy distinctions in BCM’s ADV include its explicit role in serving and contracting with unaffiliated RIAs as “Outside RIAs” and acting as a sub‑advisor, its ownership and affiliation with Brookstone Asset Management and Booster Asset Management (which manage proprietary ETFs and a mutual fund), and a disclosed referral and implementation relationship with the law firm Perkins & Zayed, PC and with banking partner Axos Bank. The brochure also describes these affiliations and product relationships as sources of potential conflicts of interest that the firm discloses and addresses in client agreements.
Based on Brookstone Capital Management LLC
Expertise
Based on Brookstone Capital Management LLC
Occupation focus
Based on Brookstone Capital Management LLC
Location
4833 Front St Suite B 310
Castle Rock CO 80104
Advisors at this office
2
Advisors at this office
Melissa H
Series 66, Series 65
Castle Rock, CO
Brookstone Capital Management LLC
Melissa Harper is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. She holds the Series 65 and Series 66 designations and has worked at Morgan Stanley, Regal Investment Advisors, and Brookstone Capital Management since 2018. Harper is a licensed insurance agent and actively sells insurance and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, individual securities, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.
David H
Series 63, Series 65
Castle Rock, CO
Brookstone Capital Management LLC
David Harper II is a financial advisor with Brookstone Capital Management LLC in Castle Rock, CO, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Regal Investment Advisors, LLC since 2016 and has been associated with Cornerstone Financial Consultants since 1997, which is the name he uses for marketing. Outside of advisory work, he is a licensed insurance agent and sells insurance and annuity products. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with back-office and turnkey asset management platform services.
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