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Craig Ellis Daves

Brookstone Capital Management LLC

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About Craig Ellis Daves

Craig Ellis Daves is a registered investment advisor representative with Brookstone Capital Management LLC. Craig has been in the industry since 1999 and is licensed in North Carolina. Prior to joining Brookstone Capital Management LLC, Craig was employed by ING Financial Advisers, LLC, Legend Equities Corporation, and ING Financial Partners, Inc. Craig specializes in providing financial planning, educational seminars, and selection of other advisers. Craig's experience includes working with high-net-worth individuals, corporations, and other businesses.

Firm Information

Craig Daves is currently registered with Brookstone Capital Management LLC. Brookstone Capital Management LLC is a registered investment advisor headquartered in Wheaton, Illinois. The firm has 319 investment adviser representatives and manages approximately $1 billion to $10 billion in assets. They specialize in financial planning, portfolio management for individuals, and portfolio management for businesses. They also offer educational seminars and select other advisors for clients.
Brookstone Capital Management LLC

1745 S. NAPERVILLE ROAD

WHEATON, IL 60189

$10.41B

Assets Under Management

20

Total Clients

295

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Daves’s Registration & Firm History

NC

01/05/2015 - Present

Brookstone Capital Management LLC (DURHAM NC)

NC

06/25/2007 - 10/20/2009

ING FINANCIAL ADVISERS, LLC (DURHAM NC)

FL

07/08/2004 - 05/30/2007

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

CT

01/27/1999 - 06/15/2004

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

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Licenses & Designations

BOTH

Issued 07/27/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Ellis Daves.
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