Insights

Expanding Client Base Brookstone Capital Management has recently strengthened its client relationships by signing new clients such as MarketGrader.com Corp., indicating a growth strategy that involves onboarding institutional partners and leveraging advanced stock selection frameworks.

Active Asset Management The company's recent investments in diverse assets including Zscaler, Humacyte, and especially high-volume trades like the 2x Long VIX Futures ETF suggest a focus on dynamic and high-volatility strategies, potentially opening opportunities for risk management and ETF-based product solutions.

Technology Integration Brookstone Capital employs a robust tech stack featuring cloud services, project management, and analytics tools, emphasizing their emphasis on operational efficiency and data-driven decision making, which may benefit from advanced financial technology partnerships.

Financial Growth Outlook With revenue estimates between 10 million and 25 million and recent strategic acquisitions, the firm is positioned for scaling and warrants interest from service providers offering growth capital, digital solutions, or operational enhancements tailored for mid-sized financial services firms.

Market Positioning As a rapidly growing Registered Investment Advisor catering to independent retirement advisors, Brookstone Capital's focus on expanding its advisory network presents sales opportunities in CRM, compliance, and client engagement platforms designed for firm scaling and regulatory adherence.

FormulaFolios - Now Brookstone Capital Management Tech Stack

FormulaFolios - Now Brookstone Capital Management uses 8 technology products and services including Cloudflare, Google Fonts API, Asana, and more. Explore FormulaFolios - Now Brookstone Capital Management's tech stack below.

  • Cloudflare
    Content Management System
  • Google Fonts API
    Font Scripts
  • Asana
    Issue Trackers
  • jQuery
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • Google Tag Manager
    Tag Management
  • UIKit
    UI Frameworks
  • HTTP/3
    Web & Portal Technology

Media & News

FormulaFolios - Now Brookstone Capital Management's Email Address Formats

FormulaFolios - Now Brookstone Capital Management uses at least 2 format(s):
FormulaFolios - Now Brookstone Capital Management Email FormatsExamplePercentage
FLast@formulafolios.comJDoe@formulafolios.com
97%
First@formulafolios.comJohn@formulafolios.com
1%
First.Last@formulafolios.comJohn.Doe@formulafolios.com
2%
First.Last@brookstonecm.comJohn.Doe@brookstonecm.com
50%
First@brookstonecm.comJohn@brookstonecm.com
42%
FirstL@brookstonecm.comJohnD@brookstonecm.com
5%
F_Last@brookstonecm.comJ_Doe@brookstonecm.com
3%

Frequently Asked Questions

Where is FormulaFolios - Now Brookstone Capital Management's headquarters located?

Minus sign iconPlus sign icon
FormulaFolios - Now Brookstone Capital Management's main headquarters is located at 1745 South Naperville Road 200 Wheaton, Illinois 60189 United States. The company has employees across 1 continents, including North America.

What is FormulaFolios - Now Brookstone Capital Management's phone number?

Minus sign iconPlus sign icon
You can contact FormulaFolios - Now Brookstone Capital Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is FormulaFolios - Now Brookstone Capital Management's stock symbol?

Minus sign iconPlus sign icon
FormulaFolios - Now Brookstone Capital Management is a publicly traded company; the company's stock symbol is FFIOX.

What is FormulaFolios - Now Brookstone Capital Management's official website and social media links?

Minus sign iconPlus sign icon
FormulaFolios - Now Brookstone Capital Management's official website is brookstonecm.com and has social profiles on LinkedIn.

What is FormulaFolios - Now Brookstone Capital Management's SIC code NAICS code?

Minus sign iconPlus sign icon
FormulaFolios - Now Brookstone Capital Management's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does FormulaFolios - Now Brookstone Capital Management have currently?

Minus sign iconPlus sign icon
As of February 2026, FormulaFolios - Now Brookstone Capital Management has approximately 7 employees across 1 continents, including North America. Key team members include Chief Executive Officer And Investment Advisor: J. C.Product Manager: J. J.Portfolio Accounting Manager: B. G.. Explore FormulaFolios - Now Brookstone Capital Management's employee directory with LeadIQ.

What industry does FormulaFolios - Now Brookstone Capital Management belong to?

Minus sign iconPlus sign icon
FormulaFolios - Now Brookstone Capital Management operates in the Financial Services industry.

What technology does FormulaFolios - Now Brookstone Capital Management use?

Minus sign iconPlus sign icon
FormulaFolios - Now Brookstone Capital Management's tech stack includes CloudflareGoogle Fonts APIAsanajQueryMicrosoftGoogle Tag ManagerUIKitHTTP/3.

What is FormulaFolios - Now Brookstone Capital Management's email format?

Minus sign iconPlus sign icon
FormulaFolios - Now Brookstone Capital Management's email format typically follows the pattern of FLast@formulafolios.com. Find more FormulaFolios - Now Brookstone Capital Management email formats with LeadIQ.

When was FormulaFolios - Now Brookstone Capital Management founded?

Minus sign iconPlus sign icon
FormulaFolios - Now Brookstone Capital Management was founded in 2011.

FormulaFolios - Now Brookstone Capital Management

Financial ServicesIllinois, United States2-10 Employees

FormulaFolios is now part of Brookstone Capital Management.

Brookstone acquired FormulaFolios to create one the fastest growing and largest RIAs in the country catering to independent retirement advisors.

For the latest updates, follow Brookstone Capital Management at https://www.linkedin.com/company/brookstone-capital-management/

Section iconCompany Overview

Headquarters
1745 South Naperville Road 200 Wheaton, Illinois 60189 United States
Phone number
SIC Code
6282 - Investment Advice
Stock Symbol
FFIOX
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    FormulaFolios - Now Brookstone Capital Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    FormulaFolios - Now Brookstone Capital Management's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.