BROOKSTONE CAPITAL MANAGEMENT LLC
CRD #141413 SEC #801-68010 WHEATON, IL 630-653-1400
SEC Registered Disclosures
Total AUM
$10.4B
Discretionary
$10.4B
Employees
395
Clients
251
Accounts
73,650
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $10.4B | $10.4B | $0 | 395 | 20 |
| Feb 2025 | $10.4B | $10.4B | $0 | 395 | 20 |
| Feb 2025 | $10.4B | $10.4B | $0 | 395 | 20 |
| Nov 2024 | $8.8B | $8.8B | $0 | 395 | 20 |
| Oct 2024 | $8.8B | $8.8B | $0 | 395 | 20 |
| Aug 2024 | $8.8B | $8.8B | $0 | 395 | 20 |
| Mar 2024 | $8.8B | $8.8B | $0 | 395 | 20 |
| Nov 2023 | $7.5B | $7.5B | $0 | 385 | 20 |
| Mar 2023 | $7.5B | $7.5B | $0 | 385 | 20 |
| Nov 2022 | $8.4B | $8.4B | $0 | 360 | 5 |
| Oct 2022 | $8.4B | $8.4B | $0 | 360 | 5 |
| Oct 2022 | $8.4B | $8.4B | $0 | 360 | 5 |
| May 2022 | $8.4B | $8.4B | $0 | 360 | 5 |
| Mar 2022 | $8.4B | $8.4B | $0 | 360 | 5 |
| Mar 2022 | $8.4B | $8.4B | $0 | 360 | 5 |
| Nov 2021 | $3.5B | $3.5B | $0 | 350 | 5 |
| Aug 2021 | $3.5B | $3.5B | $0 | 350 | 5 |
| Mar 2021 | $3.5B | $3.5B | $0 | 350 | 5 |
| Aug 2020 | $3B | $3B | $0 | 310 | 0 |
| Aug 2020 | $3B | $3B | $0 | 310 | 0 |
| Jul 2020 | $3B | $3B | $0 | 310 | 0 |
| Jun 2020 | $3B | $3B | $0 | 310 | 0 |
| Apr 2020 | $3B | $3B | $0 | 310 | 0 |
| Mar 2020 | $3B | $3B | $0 | 310 | 0 |
| Oct 2019 | $2.4B | $2.4B | $0 | 280 | 0 |
| Aug 2019 | $2.4B | $2.4B | $0 | 280 | 0 |
| May 2019 | $2.4B | $2.4B | $0 | 280 | 0 |
| Mar 2019 | $2.4B | $2.4B | $0 | 280 | 0 |
| Mar 2018 | $2.2B | $2.2B | $0 | 280 | 0 |
| Jul 2017 | $1.7B | $1.7B | $0 | 255 | 9,900 |
| May 2017 | $1.7B | $1.7B | $0 | 255 | 9,900 |
| Apr 2017 | $1.7B | $1.7B | $0 | 255 | 9,900 |
| Jan 2017 | $1.7B | $1.7B | $0 | 255 | 9,900 |
| Feb 2016 | $1.4B | $1.4B | $0 | 240 | 9,200 |
| May 2015 | $1.5B | $1.5B | $0 | 230 | 9,200 |
| Mar 2015 | $1.5B | $1.5B | $0 | 230 | 9,200 |
| Aug 2014 | $975.5M | $975.5M | $0 | 220 | 9,200 |
| Jul 2014 | $975.5M | $975.5M | $0 | 220 | 9,200 |
| Mar 2014 | $975.5M | $975.5M | $0 | 220 | 9,200 |
| Dec 2013 | $759.7M | $759.7M | $0 | 193 | 7,191 |
| Sep 2013 | $759.7M | $759.7M | $0 | 193 | 7,191 |
| Apr 2013 | $545.8M | $545.8M | $0 | 193 | 7,191 |
| Feb 2013 | $545.8M | $545.8M | $0 | 193 | 7,191 |
| Feb 2013 | $545.8M | $545.8M | $0 | 193 | 7,191 |
| Feb 2013 | $545.8M | $545.8M | $0 | 193 | 7,191 |
| Feb 2013 | $545.8M | $545.8M | $0 | 193 | 7,191 |
| Oct 2012 | $364M | $364M | $0 | 187 | 6,500 |
| Oct 2012 | $364M | $364M | $0 | 51 | 6,500 |
| Apr 2012 | $364M | $364M | $0 | 51 | 6,500 |
| Apr 2012 | $364M | $364M | $0 | 51 | 6,500 |
| Feb 2012 | $364M | $364M | $0 | 51 | 6,500 |
| Jan 2012 | $364M | $364M | $0 | 51 | 6,500 |
| Jan 2012 | $364M | $364M | $0 | 51 | 6,500 |
| Apr 2011 | $300M | $300M | $0 | 51 | -- |
| Mar 2011 | $300M | $300M | $0 | 51 | -- |
| Mar 2011 | $276.6M | $276.6M | $0 | 51 | -- |
| Jan 2011 | $276.6M | $276.6M | $0 | 51 | -- |
| Sep 2010 | $111.6M | $111.6M | $0 | 51 | -- |
| Jan 2010 | $111.6M | $111.6M | $0 | 51 | -- |
| Sep 2009 | $111.6M | $111.6M | $0 | 51 | -- |
| Jun 2009 | $111.6M | $111.6M | $0 | 51 | -- |
| Mar 2009 | $91.7M | $91.7M | $0 | 51 | -- |
| Mar 2009 | $47.2M | $47.2M | $0 | 51 | -- |
| Mar 2008 | $47.2M | $47.2M | $0 | 51 | -- |
| Mar 2008 | $47.2M | $47.2M | $0 | 51 | -- |
| Nov 2007 | $25.1M | $25.1M | $0 | -- | -- |
| Nov 2007 | $25.1M | $25.1M | $0 | -- | -- |
| Nov 2007 | $25.1M | $25.1M | $0 | -- | -- |
| Sep 2007 | $25.1M | $25.1M | $0 | -- | -- |
| Aug 2007 | $25.1M | $25.1M | $0 | -- | -- |
| May 2007 | $25.1M | $25.1M | $0 | -- | -- |
DateJul 2025
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees395
Clients20
DateFeb 2025
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees395
Clients20
DateFeb 2025
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees395
Clients20
DateNov 2024
Total AUM$8.8B
Discretionary$8.8B
Non-Disc.$0
Employees395
Clients20
DateOct 2024
Total AUM$8.8B
Discretionary$8.8B
Non-Disc.$0
Employees395
Clients20
DateAug 2024
Total AUM$8.8B
Discretionary$8.8B
Non-Disc.$0
Employees395
Clients20
DateMar 2024
Total AUM$8.8B
Discretionary$8.8B
Non-Disc.$0
Employees395
Clients20
DateNov 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees385
Clients20
DateMar 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees385
Clients20
DateNov 2022
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees360
Clients5
DateOct 2022
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees360
Clients5
DateOct 2022
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees360
Clients5
DateMay 2022
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees360
Clients5
DateMar 2022
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees360
Clients5
DateMar 2022
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees360
Clients5
DateNov 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees350
Clients5
DateAug 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees350
Clients5
DateMar 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees350
Clients5
DateAug 2020
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees310
Clients0
DateAug 2020
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees310
Clients0
DateJul 2020
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees310
Clients0
DateJun 2020
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees310
Clients0
DateApr 2020
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees310
Clients0
DateMar 2020
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees310
Clients0
DateOct 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees280
Clients0
DateAug 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees280
Clients0
DateMay 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees280
Clients0
DateMar 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees280
Clients0
DateMar 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees280
Clients0
DateJul 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees255
Clients9,900
DateMay 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees255
Clients9,900
DateApr 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees255
Clients9,900
DateJan 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees255
Clients9,900
DateFeb 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees240
Clients9,200
DateMay 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees230
Clients9,200
DateMar 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees230
Clients9,200
DateAug 2014
Total AUM$975.5M
Discretionary$975.5M
Non-Disc.$0
Employees220
Clients9,200
DateJul 2014
Total AUM$975.5M
Discretionary$975.5M
Non-Disc.$0
Employees220
Clients9,200
DateMar 2014
Total AUM$975.5M
Discretionary$975.5M
Non-Disc.$0
Employees220
Clients9,200
DateDec 2013
Total AUM$759.7M
Discretionary$759.7M
Non-Disc.$0
Employees193
Clients7,191
DateSep 2013
Total AUM$759.7M
Discretionary$759.7M
Non-Disc.$0
Employees193
Clients7,191
DateApr 2013
Total AUM$545.8M
Discretionary$545.8M
Non-Disc.$0
Employees193
Clients7,191
DateFeb 2013
Total AUM$545.8M
Discretionary$545.8M
Non-Disc.$0
Employees193
Clients7,191
DateFeb 2013
Total AUM$545.8M
Discretionary$545.8M
Non-Disc.$0
Employees193
Clients7,191
DateFeb 2013
Total AUM$545.8M
Discretionary$545.8M
Non-Disc.$0
Employees193
Clients7,191
DateFeb 2013
Total AUM$545.8M
Discretionary$545.8M
Non-Disc.$0
Employees193
Clients7,191
DateOct 2012
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees187
Clients6,500
DateOct 2012
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees51
Clients6,500
DateApr 2012
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees51
Clients6,500
DateApr 2012
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees51
Clients6,500
DateFeb 2012
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees51
Clients6,500
DateJan 2012
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees51
Clients6,500
DateJan 2012
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees51
Clients6,500
DateApr 2011
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$276.6M
Discretionary$276.6M
Non-Disc.$0
Employees51
Clients--
DateJan 2011
Total AUM$276.6M
Discretionary$276.6M
Non-Disc.$0
Employees51
Clients--
DateSep 2010
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees51
Clients--
DateJan 2010
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees51
Clients--
DateSep 2009
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees51
Clients--
DateJun 2009
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$91.7M
Discretionary$91.7M
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees51
Clients--
DateNov 2007
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees--
Clients--