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Bradley Hardin

BROOKSTONE CAPITAL MANAGEMENT
Ormond Beach, FL
·CRD# 8080038·1 year experience

Professional Summary

Bradley Hardin is a registered financial advisor currently at BROOKSTONE CAPITAL MANAGEMENT LLC located in Ormond Beach, Florida. Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Bradley has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

BROOKSTONE CAPITAL MANAGEMENT LLC·CRD# 141413
RIA
1450 Us-1 S. Suite 600, Ormond Beach, FL 32174
April 23, 2025 - Present

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Current Firm

BC
BROOKSTONE CAPITAL MANAGEMENT LLC

BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC

CRD#: 141413 / SEC#: 801-68010
RIA
Registered Investment Advisory firm - SEC (6/20/2007 Approved)
Arizona
Registered Investment Advisory firm - Arizona (6/25/2007 Terminated)
Arkansas
Registered Investment Advisory firm - Arkansas (7/3/2007 Terminated)
California
Registered Investment Advisory firm - California (6/26/2007 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (6/20/2007 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (6/25/2007 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (7/19/2007 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (6/25/2007 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (6/20/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (6/27/2007 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (7/25/2007 Terminated)
Texas
Registered Investment Advisory firm - Texas (6/25/2007 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (7/6/2007 Terminated)
Washington
Registered Investment Advisory firm - Washington (6/25/2007 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (6/25/2007 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1745 S. Naperville Road Suite 200, Wheaton, IL 60189

Phone Number

(630) 653-1400

# of Employees

405

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BROOKSTONE CAPITAL MANAGEMENT, LLC - FORM ADV PART 2A, APPENDIX 1 - WRAP BROCHURE (3/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

81,900

AUM (Assets Under Management)

$12,750,129,748

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AmeriLife. Investment related. Corporate address: 2650 McCormick Dr. 200G Clearwater, FL 33759. Local address: 1450 US-1 S. Suite 600 Ormond Beach, FL 32174. Insurance sales of health, life and annuity. Independent sales agent. Started originally in March of 2012 with AmeriLife. I spend approximately 160 hours per month engaged in the business. Devote approximately 140 hours to the other business during securities trading hours per month. I market and sell health, life and annuity contracts to prospects and clients.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BROOKSTONE CAPITAL MANAGEMENT LLC

BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC

CRD#: 141413 / SEC#: 801-68010
RIA
Registered Investment Advisory firm - SEC (6/20/2007 Approved)
Arizona
Registered Investment Advisory firm - Arizona (6/25/2007 Terminated)
Arkansas
Registered Investment Advisory firm - Arkansas (7/3/2007 Terminated)
California
Registered Investment Advisory firm - California (6/26/2007 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (6/20/2007 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (6/25/2007 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (7/19/2007 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (6/25/2007 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (6/20/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (6/27/2007 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (7/25/2007 Terminated)
Texas
Registered Investment Advisory firm - Texas (6/25/2007 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (7/6/2007 Terminated)
Washington
Registered Investment Advisory firm - Washington (6/25/2007 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (6/25/2007 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(4/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Bradley Hardin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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BH
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