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RIA / WealthAdvisor28 years in industry

MATTHEW LEE LOVETT

Advisor at BROOKSTONE CAPITAL MANAGEMENT LLC

WHEATON, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 1
Observed: Jun 25, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Matthew Lee Lovett

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: Aug 5, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Aug 5, 1998
First registration: Jun 25, 2002
Dual registered: no
Other names: MATT LOVETT|MATTHEW LOVETT
IAPD individual key: 3094561

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	Nov 12, 2013	n/a	yes	WHEATON, IL	Current employment
HERITAGE CAPITAL MANAGEMENT INC	Former SEC adviser	Jul 25, 2013	Dec 17, 2015	no	SCHAUMBURG, IL	Previous registration
JHS CAPITAL ADVISORS, LLC	Former SEC adviser	Sep 25, 2012	May 17, 2013	no	TAMPA, FL	Previous registration
PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.	Former SEC adviser	Jul 9, 2012	Jul 12, 2012	no	CHICAGO, IL	Previous registration
WORLD EQUITY GROUP, INC.	Bd affiliated wealth	May 3, 2010	Jun 28, 2012	no	SCHAUMBURG, IL\|SCHAUMBURG, IL\|Schaumburg, IL	Previous registration
BREWER INVESTMENT ADVISORS LLC	n/a	Nov 9, 2009	Apr 29, 2010	no	CHICAGO, IL	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Jun 25, 2002	Jul 11, 2002	no	CHARLOTTE, NC	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
HERITAGE CAPITAL MANAGEMENT INC	BROOKSTONE CAPITAL MANAGEMENT LLC	Dec 17, 2015	Nov 12, 2013	-765	Firm change after gap	Other
JHS CAPITAL ADVISORS, LLC	HERITAGE CAPITAL MANAGEMENT INC	May 17, 2013	Jul 25, 2013	69	Firm change	Other
PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.	JHS CAPITAL ADVISORS, LLC	Jul 12, 2012	Sep 25, 2012	75	Firm change	Other
WORLD EQUITY GROUP, INC.	PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.	Jun 28, 2012	Jul 9, 2012	11	Firm change	Other
BREWER INVESTMENT ADVISORS LLC	WORLD EQUITY GROUP, INC.	Apr 29, 2010	May 3, 2010	4	Firm change	Other
BB&T INVESTMENT SERVICES, INC.	BREWER INVESTMENT ADVISORS LLC	Jul 11, 2002	Nov 9, 2009	2,678	Firm change after gap	Other

Relationships

Registered with (7)

→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Nov 12, 2013 to presentfactForm ADV
→ HERITAGE CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Jul 25, 2013 to Dec 17, 2015factForm ADV
→ JHS CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 25, 2012 to May 17, 2013factForm ADV
→ PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jul 9, 2012 to Jul 12, 2012factForm ADV
→ WORLD EQUITY GROUP, INC.Registered adviserregistration: previous registration
May 3, 2010 to Jun 28, 2012factForm ADV
→ BREWER INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Nov 9, 2009 to Apr 29, 2010factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 25, 2002 to Jul 11, 2002factForm ADV

Dated events

No dated event names this entity yet.