Growing Client Base As part of Brookstone Capital Management, FormulaFolios now caters to one of the fastest growing segments within RIAs targeting independent retirement advisors, indicating opportunities to offer advanced wealth management solutions tailored to a rapidly expanding demographic.

Strategic Asset Investments Brookstone Capital Management actively invests in diverse asset classes including ETFs and equities such as the 2x Long VIX Futures ETF and Estée Lauder, highlighting a propensity for leveraging investment strategies and products that could be appealing to clients seeking alternative or high-growth assets.

Technological Sophistication Utilizing an advanced tech stack comprising cloud services, analytics tools, and web frameworks showcases an openness to digital modernization, suggesting potential for sales in financial technology solutions that enhance client engagement and operational efficiency.

Market Expansion Potential With revenues estimated between 10 and 25 million and a focus on acquiring stakes in various asset types, there is significant scope to introduce scalable financial tools and services that support growth trajectories and asset management diversification.

Competitor Landscape Operating in a competitive arena with similarly sized firms such as Albion Financial and Kingswood Capital, there is a strategic opening to differentiate through innovative advisory services, operational efficiency solutions, or client engagement technologies tailored for mid-sized wealth managers.