Family Office
    SEC Registered

    Destra Capital Advisors LLC

    Registered investment advisor · Bozeman, Montana · CRD #148574

    Assets Under Management
    $464M
    Client Accounts
    2
    Employees
    12
    CRD Number
    148574
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Destra Capital Advisors LLC

    Founded in 2008, Destra Capital Advisors LLC is an investment advisory firm focused on helping independent thought leaders achieve better wealth outcomes through unique investment strategies. The firm manages portfolios for private and institutional clients and has helped thousands of investors over its 15-year history.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Destra Capital Advisors LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Destra Capital Advisors LLC's AUM?

    Destra Capital Advisors LLC reports approximately $464M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Destra Capital Advisors LLC headquartered?

    Destra Capital Advisors LLC is headquartered in Bozeman, Montana.

    What is Destra Capital Advisors LLC's CRD number?

    Destra Capital Advisors LLC's CRD number is 148574. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Destra Capital Advisors LLC manage?

    Destra Capital Advisors LLC manages approximately 2 client accounts according to its latest SEC filing.

    Is Destra Capital Advisors LLC SEC registered?

    Yes, Destra Capital Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Montana

    D.a. Davidson & Co.
    Great Falls, MT · $41.8B AUM
    Investment Management Group
    Billings, MT · $5.2B AUM
    Davidson Investment Advisors, Inc.
    Great Falls, MT · $5.2B AUM
    Stack Financial Management Inc
    Whitefish, MT · $2B AUM
    Bitterroot Capital Advisors LLC
    Bozeman, MT · $1.8B AUM
    Allied Investment Advisors LLC
    Billings, MT · $1.5B AUM
    See all top RIA firms in Montana →

    Research firms like Destra Capital Advisors LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial