Stephen Bryan Daney
Financial advisor at Brookstone Capital Management · Wheaton, IL
Last updated 2026-10-10
Claim your profileStephen Bryan Daney is a financial advisor at Brookstone Capital Management in Wheaton, IL, CRD 6769388. Licenses and exams on the registration: Series 65. IAPD registration began 2017-03-23.
Registration
- CRD number
- 6769388
- Registration status
- Active
- IAPD registration
- 2017-03-23
- Industry Experience
- 9 years
- Work Experience
- 14 years
- States registered
- NM
Licenses and exams
- Series 65
Work history
- 2012-06 to 2017-01 · The Life Money Center · Albuquerque, NM
- 2019-07 to Present · Jd Mellberg Financial · Tucson, AZ
- 2019-01 to 2019-07 · Uber/lyft · Albuquerque, NM
- 2023-10 to Present · Brookstone Capital Management · Wheaton, IL
- 2017-02 to 2018-10 · Better Money Decisions · Albuquerque, NM
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
Stephen Bryan Daney is a financial advisor at Brookstone Capital Management LLC, operating as Brookstone Capital Management in Wheaton, IL. Reported securities licenses include Series 65. The latest record indicates 9 years of industry experience and 14 years of reported work history. Reported roles include Brookstone Capital Management, Jd Mellberg Financial, Uber/lyft, Better Money Decisions.
SEC disclosures list additional business and community activities: Financial Professional Offering Insurance Products.
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 Stephen Bryan Daney 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
Are you Stephen Bryan Daney?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.