Patrick Brennan Smiley
Investment adviser representative at Brookstone Capital Management LLC
10 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
10 years in the industry.
- Brookstone Capital Management LLCSep 2026 to now
- Group 10 Total Wealth ManagementSep 2026 to now
- W&s Brokerage Services, IncMar 2026 to Sep 2026
- Western & Southern LifeAug 2024 to Sep 2026
- UnemployedMay 2024 to Aug 2024
- Hankook Tire North American CorpMay 2023 to May 2024
- Full Time StudentJan 2016 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8240701
- Firm CRD
- 141413