BROOKSTONE FINANCIAL

BROOKSTONE FINANCIAL of JEFFERSONVILLE, IN is an SEC-registered investment adviser (CRD 168185). Regulatory assets under management: $103.6M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 168185
• Type: Registered investment adviser
• Location: 2213 ALLISON LANE, JEFFERSONVILLE, IN, 47130
• Phone: 812-288-9000
• Latest filing: 2026-06-05
• Regulatory AUM: $103.6M
• Discretionary AUM: $103.1M
• Non-discretionary AUM: $549K
• Clients: 5
• Accounts: 466

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168185 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search