Brookstone Asset Management, Llc
- Regulatory AUM
- $598M
- Discretionary
- $598M
- Clients
- 8
- Avg AUM / client
- $74.7M
- Accounts
- 8
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 8 | $598M | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Michael Crump | Vp, Relationship Manager | Jul 2020 (6y) | Less than 5% | |
| Joel Gerald Vanwoerkom | Vp Of Operations | Jul 2020 (6y) | Less than 5% | |
| Nadim "Dean" Zayed | Chief Executive Officer | CFP | Jul 2020 (6y) | Less than 5% |
| Ronconi, Darryl, Desmond | President And Chief Operating Officer | Jul 2020 (6y) | Less than 5% | |
| Matthew Lee Lovett | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| Mark William Diorio | Chief Investment Officer | CFA | Sep 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brookstone Capital Management Llc | Member | Jul 2020 | A | 75% or more |
| Al Bcm, Llc | Member | Jul 2019 | B | ≈ 56.25% – 100% via Brookstone Capital Management Llc |
| Zayed Ria, Llc | Member | Jul 2019 | B | ≈ 18.75% – 50% via Brookstone Capital Management Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Al Bcm, Llc: 75% – 100% of Brookstone Capital Management Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Zayed Ria, Llc: 25% – 50% of Brookstone Capital Management Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/04/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Reported custodians
- Fidelity Distributors Company Llc $2.1B (61% of AUM) Oct 2021
- Fidelity Investments Institutional Services Company, Inc. $1.9B (58% of AUM) Oct 2019
- TD Ameritrade $561M (16% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 04, 2026.
View current Form ADV (SEC/IAPD) ↗