Roanoke, VA Office

Team
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Brookstone Capital Management LLC logo

Brookstone Capital Management LLC

Enterprise

Firm-wide stats for Brookstone Capital Management LLC

Total advisors

333

Across 208 offices

Clients per advisor

165 Very High

Avg AUM per client

$231,028 Low

HNW client ratio

9% Low

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

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Based on Brookstone Capital Management LLC

Occupation focus

Executive Founder/Business Owner Retired

Based on Brookstone Capital Management LLC

Location

2302 Colonial Ave SW Ste B

Roanoke VA 24015

Advisors at this office

2

Advisors at this office

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Micah R

Series 65

Roanoke, VA

Brookstone Capital Management LLC

Micah Rich is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at Secure Financial Group Inc, where he also serves as an insurance agent advising clients on insurance products including fixed-indexed annuities, Medicare, life insurance, and multi-year guarantee annuities. His background includes positions outside the financial industry, such as roles at Virginia Polytechnic Institute and United Parcel Service. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Bryan R

Series 63, Series 65

Roanoke, VA

Brookstone Capital Management LLC

Bryan Rich is a financial advisor at Brookstone Capital Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2019. Prior to that, he was with Horter Investment Management and serves as president of Secure Financial Group, Inc., where he consults on insurance, annuities, and precious metals. Brookstone Capital Management is an SEC-registered adviser providing 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 RIAs, sovereign wealth funds, and banking institutions, delivering primarily discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
View complete list of advisors at this office
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