Bart Andrew Newman
Investment adviser representative at Brookstone Capital Management LLC
22 yearsExperience
1 stateRegistered in
$12.8BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Brookstone Capital Management LLCSep 2024 to now
- Independent Insurance AgentMay 2004 to now
- Iams Wealth ManagementOct 2022 to Sep 2024
- Secure Investment ManagementDec 2019 to Sep 2022
- Specialized Advisors LLCMar 2019 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
Brookstone Capital Management LLC
$12.8BAssets managed
54,845Clients
327Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5296778
- Firm CRD
- 141413