Brookstone Capital Management is an American financial services company that helps independent advisors manage their businesses more efficiently. It operates as a Turnkey Asset Management Platform (TAMP) and Registered Investment Advisor (RIA), offering investment strategies, technology, financial planning, compliance resources, and administrative support.
Founded by Dean Zayed, the company has grown into an established name in the independent financial advisory industry. As of December 2025, Brookstone reported supporting more than 700 investment advisors and managing over $12.75 billion in assets under management.
Today, brookstonecm.com introduces financial professionals to the company’s services, investment solutions, and business support programs. Understanding how the platform works can help advisors decide whether it fits their needs.
Brookstone Capital Management
| Category | Details |
|---|---|
| Company Name | Brookstone Capital Management |
| Official Website | brookstonecm.com |
| Founder | Dean Zayed |
| Chief Executive Officer | Dean Zayed |
| Industry | Financial Services |
| Business Type | TAMP and RIA |
| Headquarters | Wheaton, Illinois, United States |
| Investment Advisors Supported | More than 700 |
| Assets Under Management | Over $12.75 billion |
| AUM Reporting Date | December 2025 |
| Main Services | Investment management, technology, compliance, marketing, and financial planning |
| Investment Models | RAISE Core Models and risk-based strategies |
| Business Address | 1745 S. Naperville Road, Wheaton, IL 60189 |
| Contact Number | (630) 653-1400 |
What Is Brookstonecm.com?
Brookstonecm.com is the official online platform of Brookstone Capital Management. The website introduces the company’s investment management services and explains how it supports independent financial advisors.
Unlike ordinary investment websites designed mainly for individual investors, Brookstone focuses on professionals who manage client portfolios and operate financial advisory practices.
The company provides investment strategies, financial planning resources, and technology that help advisors organize their work. It also offers assistance with compliance, account administration, and business development.
One important feature is its flexible approach to investment management. Advisors can choose ready-made investment models or explore additional options that allow greater involvement in portfolio decisions.
This combination makes Brookstone different from platforms that offer only investment products or basic account management tools.
For financial professionals looking to simplify their daily responsibilities, brookstonecm.com provides an introduction to the company’s available services.
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The History of Brookstone Capital Management
Brookstone Capital Management was founded by Dean Zayed with a business model centered on helping independent financial advisors.
The company developed its services around the challenges advisors face when managing investments and operating their own practices.
Financial professionals must consider client expectations, investment performance, regulatory responsibilities, and business expenses. Handling these tasks without sufficient support can become difficult as a practice grows.
Brookstone built its platform to bring several important services together.
Over time, the company expanded its investment solutions, technology resources, and advisor support programs.
Its reported growth demonstrates the scale it has reached within the financial advisory industry.
By December 2025, Brookstone reported working with more than 700 investment advisors and overseeing more than $12.75 billion in assets under management.
These figures reflect the company’s development into a substantial provider of investment management and operational services.
Who Is Dean Zayed?
Dean Zayed is the founder and Chief Executive Officer of Brookstone Capital Management. He plays a central role in the company’s leadership and business direction.
His work focuses on developing services that help independent financial professionals manage investment responsibilities while building their practices.
Under his leadership, Brookstone has developed a business model that combines portfolio management with technology, marketing, and administrative support.
Rather than limiting its services to investment products, the company provides resources that address several parts of an advisor’s business.
Zayed’s leadership is closely connected to this broader approach.
Brookstone’s continued development has also placed greater emphasis on helping advisors serve clients through organized systems and professional support.
His role remains important to the company’s identity and its position within the independent financial advisory market.
How Brookstone Capital Management Works
Brookstone Capital Management operates through a TAMP structure that gives advisors access to investment management services and business resources.
A Turnkey Asset Management Platform allows financial professionals to outsource selected investment and administrative responsibilities.
Instead of building every investment strategy independently, advisors can use established portfolio models and supporting resources.
Brookstone offers several ways to work with its investment platform.
Advisors who prefer a straightforward approach can select turnkey investment solutions. Those who want additional guidance can explore risk-based portfolio templates.
Professionals who prefer more direct involvement can use the company’s open architecture investment options.
The platform also supports client onboarding, account funding, and administrative processes.
This arrangement allows advisors to focus on financial planning, client communication, and long-term business relationships.
However, advisors remain responsible for understanding their professional obligations and selecting suitable investment approaches for their clients.
Investment Solutions and Portfolio Strategies
Investment management is one of the main services available through Brookstone Capital Management.
The company provides different portfolio solutions to accommodate various investment objectives and client risk profiles.
One of its offerings is the RAISE core model series, which Brookstone describes as CFA-designed.
These ready-made models provide a structured approach to portfolio construction.
For advisors who prefer not to build every portfolio from scratch, established investment models can reduce the time spent researching and selecting investments.
Brookstone also offers risk-based templates that help advisors consider different levels of investment risk.
A younger investor saving for long-term goals may have different needs from someone preparing for retirement.
Risk-based investment approaches help advisors consider these differences when selecting appropriate portfolios.
Another option is the company’s open architecture platform, which provides access to an expanded selection of investment choices.
This flexibility allows advisors to follow different investment approaches while using Brookstone’s supporting services.
Of course, investment strategies involve risk, and no portfolio model guarantees positive returns.
Brookstone Advisor Portal and Technology
Technology has become an essential part of financial advisory services. Brookstone provides an integrated Advisor Portal to help financial professionals manage important tasks.
The portal acts as a central location for investment proposals, onboarding resources, custodial documents, and training materials.
Advisors can use these resources to organize their work and access information needed for client accounts.
For example, preparing an investment proposal often involves reviewing a client’s financial objectives and selecting suitable investment strategies.
Brookstone’s technology supports this process by bringing relevant tools together.
The portal also provides access to paperwork needed for account administration.
This can help advisors reduce time spent locating documents and managing routine processes.
Training resources offer additional support for professionals learning to use the company’s systems.
Through brookstonecm.com, advisors can learn about these technology services and the resources available through the platform.
Compliance and Back-Office Support
Financial advisory businesses must follow regulatory requirements and maintain accurate records. These responsibilities can become challenging when advisors manage many client accounts.
Brookstone Capital Management offers compliance and operational support to help financial professionals handle these duties.
Its compliance services cover regulatory oversight, record archiving, and errors and omissions insurance arrangements.
The company also provides assistance with account opening, funding, billing, and trading operations.
These services can reduce the administrative workload that advisors face throughout the day.
For example, opening a new investment account may involve collecting client information, preparing documents, and coordinating with custodians.
Brookstone’s operational team helps advisors manage these processes more efficiently.
The company also provides support related to SEC regulations and applicable Department of Labor requirements.
Although these resources can simplify compliance management, advisors must still meet their legal and professional responsibilities.
Marketing and Financial Planning Services
Brookstone Capital Management understands that financial advisors need more than investment management tools to build successful businesses.
They also need ways to attract clients, develop relationships, and provide useful financial guidance.
The company offers marketing resources designed to support these goals.
One example is the Retirement Wealth Academy, an educational program focused on retirement planning.
Through educational classes and related marketing activities, advisors can connect with people interested in learning about retirement income, investment risks, and financial planning.
Brookstone also provides financial planning support for advisors serving clients with different financial needs.
These services can help professionals address retirement goals, investment allocations, and long-term wealth management.
The company’s training programs also support advisor development.
Its Positioning Advisors for Success Series, known as PASS, includes education on industry topics and advanced financial planning concepts.
Together, these resources help advisors develop their knowledge while improving the services they offer clients.
Benefits of Using Brookstonecm.com
Brookstonecm.com introduces advisors to several services that can make managing a financial advisory practice easier.
One major benefit is access to investment management and operational resources through a single organization.
Advisors can use professional portfolio models, technology, and administrative support without building every system independently.
Another advantage is investment flexibility.
Brookstone allows advisors to choose between turnkey models and more customizable investment approaches.
Its dedicated support teams also assist with account administration, compliance, and financial planning.
For advisors interested in business growth, marketing programs and educational resources provide additional opportunities.
However, financial professionals should compare platform fees, investment choices, and service arrangements before making a decision.
The best solution depends on each advisor’s business structure, client needs, and long-term objectives.
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Final Thoughts
Brookstone Capital Management has developed from a financial advisory business founded in 2006 into a national platform supporting independent financial professionals.
Through brookstonecm.com, advisors can explore investment strategies, technology tools, compliance resources, financial planning services, and marketing support.
Dean Zayed’s leadership and the company’s focus on integrated services have shaped its development over the years.
For financial advisors who want professional support while maintaining their independence, Brookstone offers a range of resources worth exploring.
Its overall value depends on how well those services match an advisor’s investment approach, business requirements, and client expectations.
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