Destra Capital Advisors LLC

Destra Capital Advisors LLC (CRD# 148574) is a financial advisory firm headquartered in Bozeman, MT. They manage $174,258,187 in 3 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $58,086,062
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA

Financial Advisors at Destra Capital Advisors LLC
Showing 11 - 12 of 12 top financial advisors.
11
Eric W. Haines
CRD#: 6508808
443 N. Willson Avenue, Bozeman, MT 59715

Eric Haines (CRD# 6508808) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 7 years of experience in the finance industry. Eric Haines has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

12
James J. Ryan
CRD#: 1082895
443 N. Willson Avenue, Bozeman, MT 59715

James Ryan (CRD# 1082895) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 38 years of experience in the finance industry.

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