Eric
Haines

Destra Capital Advisors LLC

CRD#6508808
Investment Advisor
in Bozeman, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Eric Haines is a financial advisor based in Bozeman, Montana, working with Destra Capital Advisors LLC. Eric has previously held positions at Janus Management Holdings Corp, Janus Distributors LLC, Blue Moose Of Boulder, Castle Pines Country Club, Janus Henderson Investors Us LLC, Janus Henderson Distributors Us LLC, Destra Capital Investments LLC, and Destra Capital Advisors, LLC. Eric has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Eric is part of Destra Capital Advisors LLC, which operates out of Bozeman, Montana. The firm has 15 employees and manages assets totaling $299.5 million. The services offered by the firm include portfolio management for investment companies. The fee structure at Destra Capital Advisors LLC includes asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

443 N. Willson Avenue
Bozeman, MT 59715

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Destra Capital Advisors LLC Brokerage Details

Total Assets Under Management

$299,537,939

MT Average: $2,609,029,241
Total Number of Employees

15

MT Average: 66
Total Number of Accounts

3

MT Average: 6,076
Average Account Size

$99,845,980

MT Average: $429,399

Investment Advisory Services

  • Portfolio management for investment companies

Eric Haines Work History

2022 - Present (2 years)

Destra Capital Investments LLC

2022 - Present (2 years)

Destra Capital Advisors, LLC

2022 - 2022 (< 1 year)

Janus Henderson Distributors Us LLC

2021 - 2022 (1 year)

Janus Henderson Investors Us LLC

2015 - 2021 (6 years)

Janus Management Holdings Corp

2015 - 2022 (7 years)

Janus Distributors LLC

2014 - 2015 (1 year)

Blue Moose Of Boulder

2013 - 2014 (1 year)

Castle Pines Country Club

Disclosures

Please visit the SEC profile of Eric Haines to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Destra Capital Advisors LLC

Jacob Harris
Sandy, UT
James Ryan
Bozeman, MT
Eric Haines
Bozeman, MT
Thomas Benton
Carlsbad, CA
Kenneth Merritt
Bozeman, MT
David Tabone
Chesterbrook, PA
Daniel Watnee
Bozeman, MT
Rosa Valencia
Bozeman, MT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started