Worthington, OH Office

Team
Updated today
Brookstone Capital Management LLC logo

Brookstone Capital Management LLC

Enterprise

Firm-wide stats for Brookstone Capital Management LLC

Total advisors

331

Across 208 offices

Clients per advisor

166 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

6641 N. High Street, Suite 200

Worthington OH 43085

Advisors at this office

5

Advisors at this office

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Zachary H

Series 66

Worthington, OH

Brookstone Capital Management LLC

Zachary Howard is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has worked at Stifel and Cambridge Investment Research Advisors. Outside of his advisory work, he previously owned a personal LLC that is no longer active. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning primarily through a turnkey asset management platform and wrap-fee program, delivering investment management on a discretionary basis across 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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Kimberly W

CFP®, Series 65

Worthington, OH

Brookstone Capital Management LLC

Kimberly Wells is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC. She has worked with Brookstone since 2016 and previously at Young Wealth Management and Horter Investment Management. Her other business activities include providing comprehensive financial planning services that occasionally involve the sale of insurance products. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset-allocation models and investment vehicles, operating both a turnkey asset management platform and a wrap-fee program.

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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Chad B

Series 65, Series 63

Worthington, OH

Brookstone Capital Management LLC

Chad Budy is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at several firms including Aptus Wealth Management, Ameriprise Financial Services, and J.P. Morgan Securities. Outside of his advisory role, he is involved in insurance sales as the owner of Aptus Wealth Insurance Services LLC. 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 strategic and dynamic asset-allocation models and offers discretionary portfolio management through its BCM Platform and wrap-fee program.

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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Shane H

Series 66

Worthington, OH

Brookstone Capital Management LLC

Shane Hostetler is a financial advisor with Brookstone Capital Management LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Young Wealth Management, KeyBank, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he owns and operates Hostetler Personal Fitness LLC, where he designs exercise routines and leads workout sessions. 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 registered investment advisers, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via 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
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Brent W

Series 65

Worthington, OH

Brookstone Capital Management LLC

Brent Wells is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 credential and has worked at Brookstone Capital Management and Young Wealth Management, LLC since 2020, and at May Insurance Services, Inc. from 2014 to 2020. In addition to his advisory work, he is licensed to sell Medicare, individual health, and ancillary insurance products through May Insurance Services and plans to offer life insurance, long-term care, and annuities through Advisors Excel. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers a variety of investment strategies, including ETFs, mutual funds, options-enhanced strategies, and bespoke portfolios, operating through a turnkey asset management platform and serving both direct clients and other advisory programs.

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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