Chad Patrick Budy
Investment adviser representative at Brookstone Capital Management LLC
13 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
13 years in the industry.
- Brookstone Capital Management LLCMay 2026 to now
- Aptus Wealth Management, LLCMar 2022 to May 2026
- Ameriprise Financial Services LLCMar 2021 to Mar 2022
- PNC InvestmentsMar 2019 to Mar 2021
- Bank of America, N.A.Oct 2018 to Mar 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Mar 2019
- J.P. Morgan Securites LLCAug 2017 to Oct 2018
- The Huntington Investment CompanySep 2013 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6126016
- Firm CRD
- 141413