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RIA / WealthAdvisor22 years in industry

BART ANDREW NEWMAN

Advisor at BROOKSTONE CAPITAL MANAGEMENT LLC

WHEATON, IL | Vernon Hills, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b8300ebc-3eb4-a295-47fe-db0535d536de

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 8, 2010 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 CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 3, 2007
First registration: Jun 8, 2010
Dual registered: no
IAPD individual key: 5296778

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 CAPITAL MANAGEMENT LLC	Independent wealth	Sep 13, 2024	n/a	yes	WHEATON, IL\|Vernon Hills, IL	Current employment
IAMS WEALTH MANAGEMENT, LLC	Independent wealth	Oct 13, 2022	Sep 11, 2024	no	OMAHA, NE\|VERNON HILLS, IL\|Lake Forest, IL	Previous registration
SECURE INVESTMENT MANAGEMENT, LLC	Independent wealth	Jan 16, 2020	Sep 15, 2022	no	Vernon Hills, IL\|TUCSON, AZ	Previous registration
SPECIALIZED ADVISORS	Former SEC adviser	Apr 10, 2019	Oct 12, 2019	no	Vernon Hills, IL\|DALLAS, TX	Previous registration
REDHAWK WEALTH ADVISORS, INC.	Independent wealth	Jun 8, 2010	Sep 21, 2011	no	VERNON HILLS, IL	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
IAMS WEALTH MANAGEMENT, LLC	BROOKSTONE CAPITAL MANAGEMENT LLC	Sep 11, 2024	Sep 13, 2024	2	Firm change	RIA to RIA
SECURE INVESTMENT MANAGEMENT, LLC	IAMS WEALTH MANAGEMENT, LLC	Sep 15, 2022	Oct 13, 2022	28	Firm change	RIA to RIA
SPECIALIZED ADVISORS	SECURE INVESTMENT MANAGEMENT, LLC	Oct 12, 2019	Jan 16, 2020	96	Firm change	RIA to RIA
REDHAWK WEALTH ADVISORS, INC.	SPECIALIZED ADVISORS	Sep 21, 2011	Apr 10, 2019	2,758	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
299308:141195:TX:2019-10-12	Oct 12, 2019	Jan 16, 2020	DALLAS, TX	Firm change

Relationships

Registered with (5)

→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Sep 13, 2024 to presentfactForm ADV
→ IAMS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 13, 2022 to Sep 11, 2024factForm ADV
→ SECURE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 16, 2020 to Sep 15, 2022factForm ADV
→ SPECIALIZED ADVISORSRegistered adviserregistration: previous registration
Apr 10, 2019 to Oct 12, 2019factForm ADV
→ REDHAWK WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 8, 2010 to Sep 21, 2011factForm ADV

Dated events

Occurred
Sep 11, 2024
Advisor changed firm
Bart Andrew Newman left Iams Wealth Management, Llc for Brookstone Capital Management Llc (registered 2024-09-13)
Form ADVobserved 4 days ago
Occurred
Sep 15, 2022
Advisor changed firm
Bart Andrew Newman left Secure Investment Management, Llc for Iams Wealth Management, Llc (registered 2022-10-13)
Form ADVobserved 4 days ago