Destra Capital Advisors LLC
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Overview
Destra Capital Advisors LLC operates as a financial advisory company headquartered in Bozeman, Montana. The company oversees $174.3 million in total assets throughout three accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). The company has a small team, including 14 financial advisors. Destra Capital Advisors LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as bonds, options and stocks.
Destra Capital Advisors LLC oversees all of the company's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by a portfolio manager without requiring client permission. Destra Capital Advisors LLC's typical account size is $58.1 million. The average financial advisor at Destra Capital Advisors LLC oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Destra Capital Advisors LLC’s central office is located at 443 N. Willson Avenue, Bozeman, Montana 59715. Destra Capital Advisors LLC is legally registered to serve customers throughout 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Destra Capital Advisors LLC by the Numbers

$174.3 million

17

3

$58.1 million
Fee Structure
Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by the firm typically consist of the following fee types: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 70% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 33% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to investment companies. Out of its three accounts, Destra Capital Advisors LLC's largest client group by number of accounts is investment companies. None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Destra Capital Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Destra Capital Advisors LLC
Carlsbad, CA
Bozeman, MT
Bozeman, MT
Bozeman, MT
Bozeman, MT
Bozeman, MT
Bozeman, MT
Bozeman, MT
Bozeman, MT
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