Winter Park, FL Office
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Brookstone Capital Management LLC
Enterprise
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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
631 S Orlando Ave, Suite 104
Winter Park FL 32789
Advisors at this office
2
Advisors at this office
Melissa R
CFP®, Series 63, Series 66
Winter Park, FL
Brookstone Capital Management LLC
Melissa Rimsky is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2022. Her prior roles include positions at Innovation Partners LLC, Amerilife, Park Avenue Securities, Guardian Life Insurance Company, and Valic Financial Advisors. Rimsky is also an independent insurance agent assisting clients with various insurance products and serves as a trustee for a family trust. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.
Kevin M
Series 65
Winter Park, FL
Brookstone Capital Management LLC
Kevin Massey is a financial advisor with Brookstone Capital Management LLC in Winter Park, Florida. He holds a Series 65 credential and has been with Brookstone Capital Management since 2026, following a 20-year tenure at AmeriLife. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program, utilizing strategic asset-allocation models, various investment vehicles, and both internal and external sub-advisors.
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