Samuel
Davis

Brookstone Capital Management LLC

CRD#7856384
Investment Advisor
in Alpharetta, GA

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About this Advisor

Samuel Davis is a financial advisor based in Alpharetta, Georgia, working with Brookstone Capital Management LLC. Samuel has previously held positions at Amerilife, Salem Media Group, Orlando Magic, Kansas Athletics, Student, Kjhk, and Img / Jayhawk Radio Network. Samuel has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Samuel is part of Brookstone Capital Management LLC, which operates out of Alpharetta, Georgia. The firm has 271 offices and 395 employees. The firm manages assets totaling $8.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Brookstone Capital Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1740 Grassland Pkwy Bldg, #206
Alpharetta, GA 30004

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$8,842,567,363

GA Average: $6,674,516,078
Total Number of Employees

395

GA Average: 44
Total Number of Accounts

68,500

GA Average: 2,564
Average Account Size

$129,089

GA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Samuel Davis Work History

2021 - Present (4 years)

Amerilife

2018 - 2021 (3 years)

Salem Media Group

2017 - 2018 (1 year)

Orlando Magic

2015 - 2017 (2 years)

Kansas Athletics

2015 - 2016 (1 year)

Kjhk

2014 - 2015 (1 year)

Img / Jayhawk Radio Network

2013 - 2017 (4 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Samuel Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brookstone Capital Management LLC

Ryan Swiatek
Wheaton, IL
Nicholas Hamner
Wheaton, IL
Marissa Wood
Riverside, NJ
Eddie James
Wheaton, IL
David Hill
Wheaton, IL
Kyle Boston
Wheaton, IL
Alan Pershing
Pittsburgh, PA
Marvin Reynolds
Morgan, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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