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RIA / WealthAdvisor18 years in industry

CARL ELGUS HOWE

Advisor at BROOKSTONE WEALTH ADVISORS, LLC

WHEATON, IL | McKinney, TX

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Search this name across graphsid dfx:ria:8ede1de6-ae87-c785-9a24-ebc71c5e47d7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jun 9, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BROOKSTONE WEALTH ADVISORS, LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 31, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jan 31, 2008
First registration: Jun 9, 2008
Dual registered: no
IAPD individual key: 5543911

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Jan 28, 2025	n/a	yes	McKinney, TX\|WHEATON, IL	Current employment
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jul 13, 2023	Jan 29, 2025	no	Allen, TX\|McKinney, TX	Previous registration
EAGLE FINANCIAL ADVISORS, LLC	Former SEC adviser	Jul 12, 2019	Feb 8, 2023	no	FRISCO, TX	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Nov 3, 2016	Jul 11, 2019	no	Plano, TX\|WHEATON, IL\|Frisco, TX	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Jan 6, 2015	Nov 4, 2016	no	DALLAS, TX\|CINCINNATI, OH\|FRISCO, TX\|Plano, TX	Previous registration
VAL-TRUST CAPITAL PARTNERS, LLC	n/a	Oct 15, 2009	Jan 2, 2015	no	PLANO, TX\|DALLAS, TX\|DALLAS, TX\|PLANO, TX	Previous registration
PEAK AMERICAN INVESTMENT ADVISORS, INC.	Independent wealth	Jun 9, 2008	Mar 4, 2009	no	PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AE WEALTH MANAGEMENT, LLC	BROOKSTONE WEALTH ADVISORS, LLC	Jan 29, 2025	Jan 28, 2025	-1	Firm change	Other
EAGLE FINANCIAL ADVISORS, LLC	AE WEALTH MANAGEMENT, LLC	Feb 8, 2023	Jul 13, 2023	155	Firm change	RIA to ibd
BROOKSTONE CAPITAL MANAGEMENT LLC	EAGLE FINANCIAL ADVISORS, LLC	Jul 11, 2019	Jul 12, 2019	1	Firm change	RIA to RIA
HORTER INVESTMENT MANAGEMENT, LLC	BROOKSTONE CAPITAL MANAGEMENT LLC	Nov 4, 2016	Nov 3, 2016	-1	Firm change	Other
VAL-TRUST CAPITAL PARTNERS, LLC	HORTER INVESTMENT MANAGEMENT, LLC	Jan 2, 2015	Jan 6, 2015	4	Firm change	Other
PEAK AMERICAN INVESTMENT ADVISORS, INC.	VAL-TRUST CAPITAL PARTNERS, LLC	Mar 4, 2009	Oct 15, 2009	225	Firm change	Other

Relationships

Registered with (7)

→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jan 28, 2025 to presentfactForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 13, 2023 to Jan 29, 2025factForm ADV
→ EAGLE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 12, 2019 to Feb 8, 2023factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Nov 3, 2016 to Jul 11, 2019factForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 6, 2015 to Nov 4, 2016factForm ADV
→ VAL-TRUST CAPITAL PARTNERS, LLCRegistered adviserregistration: previous registration
Oct 15, 2009 to Jan 2, 2015factForm ADV
→ PEAK AMERICAN INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jun 9, 2008 to Mar 4, 2009factForm ADV

Dated events

Occurred
Jan 29, 2025
Advisor changed firm
Carl Elgus Howe left Ae Wealth Management, Llc for Brookstone Wealth Advisors, Llc (registered 2025-01-28)
Form ADVobserved 5 days ago
Occurred
Feb 8, 2023
Advisor changed firm
Carl Elgus Howe left Eagle Financial Advisors, Llc for Ae Wealth Management, Llc (registered 2023-07-13)
Form ADVobserved 5 days ago