DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Chad Patrick Budy

Brookstone Capital Management LLCindependent RIAWheaton, Il IA-onlyIAPD 6126016

Feed of 09/15/2026

Also filed as Chad Patrick Budy

At current firm

0 y

since May 19, 2026

In the industry

13 y

since Sep 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Brookstone Capital Management LLC independent RIA current
since May 19, 2026 · Wheaton, Il
Simplicity Wealth mixed wealth
Feb 24, 2025 to May 11, 2026 · Summit, Nj
Aptus Wealth Management, LLC unclassified
Mar 15, 2022 to Jun 29, 2026 · Lewis Center, Oh
Ameriprise Financial Services, LLC national BD
Mar 26, 2021 to Mar 16, 2022 · Columbus, Oh
Pnc Wealth Management BD affiliated
Mar 15, 2019 to Mar 26, 2021 · Dublin, Oh
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 3, 2018 to Mar 6, 2019 · Columbus, Oh
J.P. Morgan Securities LLC wirehouse
Aug 7, 2017 to Oct 12, 2018 · Dublin, Oh
Huntington Financial Advisors BD affiliated
Jun 24, 2015 to Aug 8, 2017 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

Aptus Wealth Management, LLC to Simplicity Wealth
left Jun 29, 2026, registered Feb 24, 2025 (-490 days) · Other · moved with a team
Simplicity Wealth to Brookstone Capital Management LLC
left May 11, 2026, registered May 19, 2026 (8 days) · RIA to RIA
Ameriprise Financial Services, LLC to Aptus Wealth Management, LLC
left Mar 16, 2022, registered Mar 15, 2022 (-1 days) · Other
Pnc Wealth Management to Ameriprise Financial Services, LLC
left Mar 26, 2021, registered Mar 26, 2021 (0 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pnc Wealth Management
left Mar 6, 2019, registered Mar 15, 2019 (9 days) · Wirehouse to affiliated broker-dealer or bank
J.P. Morgan Securities LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 12, 2018, registered Oct 3, 2018 (-9 days) · Wirehouse to wirehouse
Huntington Financial Advisors to J.P. Morgan Securities LLC
left Aug 8, 2017, registered Aug 7, 2017 (-1 days) · Other

Signals

Chad Patrick Budy left Aptus Wealth Management, Llc for Simplicity Wealth (registered 2025-02-24)
Jun 29, 2026 · Advisor changed firm · fact
Chad Patrick Budy left Simplicity Wealth for Brookstone Capital Management Llc (registered 2026-05-19)
May 11, 2026 · Advisor changed firm · fact
Chad Patrick Budy left Ameriprise Financial Services, Llc for Aptus Wealth Management, Llc (registered 2022-03-15)
Mar 16, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address