Randal E Locklier
Financial advisor at Brookstone Capital Management · Wheaton, IL
Last updated 2026-10-10
Claim your profileRandal E Locklier is a financial advisor at Brookstone Capital Management in Wheaton, IL, CRD 6011271. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2012-06-27.
Registration
- CRD number
- 6011271
- Registration status
- Active
- IAPD registration
- 2012-06-27
- Industry Experience
- 14 years
- Work Experience
- 9 years
- States registered
- AL, FL, NC, SC
Licenses and exams
- Series 63
- Series 65
Work history
- 2017-06 to Present · J.D. Mellberg Financial, LLC · Tucson, AZ
- 2017-06 to 2019-04 · Secure Investment Managment, LLC · Tucson, AZ
- 2016-11 to 2017-06 · Principal Trust Financial · Columbia, SC
- 2019-04 to 2019-05 · Specialized Advisors, LLC · Dallas, TX
- 2020-01 to Present · Brookstone Capital Management · Wheaton, IL
Current employment
- Brookstone Capital Management LLC · Wheaton, IL
Brookstone Capital Management
- Regulatory AUM
- $12,750,129,748
- Registered advisors
- 337
- Offices
- 301
- Clients per advisor
- 162.7 (High)
- Average AUM per client
- $232.5K (Low)
- High-net-worth client ratio
- 8.9% (Low)
Brookstone Capital Management: advisors, services and reported ETF investments
About
Randal E Locklier is a financial advisor at Brookstone Capital Management LLC, operating as Brookstone Capital Management in Wheaton, IL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 14 years of industry experience and 9 years of reported work history. Reported roles include Brookstone Capital Management, J.D. Mellberg Financial, LLC, Specialized Advisors, LLC, Secure Investment Managment, LLC.
SEC disclosures list additional business and community activities: J: D; Mellberg financial, llc- non-investment related business 3067 w.
Brookstone Capital Management's firm-level Form ADV reports 337 advisors across 301 offices; approximately 162.7 clients per advisor, average assets per client of $232,476, and regulatory AUM of $12.8B; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $6.6B across 678 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Randal E Locklier personally.
Reported ETF positions
Brookstone Capital Management reports 678 ETF positions worth $6.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTV — Vanguard Morningstar Value ETF | $247.3M |
| VUG — Vanguard Morningstar Growth ETF | $228.7M |
| SPY — SPDR S&P 500 ETF TRUST | $210.2M |
| QQQ — Invesco QQQ Trust, Series 1 | $209.6M |
| IVV — iShares Core S&P 500 ETF | $175.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Brookstone Capital Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $25.6M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $25.6M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $7.5M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $5.5M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Brookstone Capital Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Lawyer or Law Firm
- Insurance Company or Agency
Location
1745 S. Naperville Road, Wheaton, IL 60189
330 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 630-653-1400
- Website: brookstonecm.com
Official record
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