Concord, NH 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
10 Fayette Street
Concord NH 03301
Advisors at this office
2
Advisors at this office
Sean T
Series 63, Series 65
Concord, NH
Brookstone Capital Management LLC
Sean Tole is a financial advisor with Brookstone Capital Management LLC in Concord, NH, holding Series 63 and Series 65 licenses and 23 years of industry experience. His career includes roles at Davis Wealth Management, Northway Bank, Infinex Investments, and MAN Investments Inc. Outside of financial advising, he works part-time as a ski instructor at Waterville Valley Resort during the winter months. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.
Stephen D
Series 65
Concord, NH
Brookstone Capital Management LLC
Stephen Davis is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016, alongside leading Davis Wealth Management, LLC, where he is involved in insurance sales and retirement workshops. Prior to these roles, he spent a decade at SG Davis Financial Group, LLC. Brookstone Capital Management is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers fee-based asset management and financial planning primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a turnkey asset management platform and a large advisor network.
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