RIA Intel›Advisers›Montana›DESTRA CAPITAL ADVISORS LLC

DESTRA CAPITAL ADVISORS LLC

Institutional

N·BOZEMAN, MT

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM
$464M
1-Year AUM Growth
+59.4%
3-Year CAGR
+14.4%
Employees
12
Assets Under Management
Total AUM$464M
Discretionary AUM$464M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees12
Investment Advisers12
Employee Growth (1Y)—
Filing History
Total Filings on Record36
First FilingJan 6, 2011
Latest FilingMar 11, 2026
🔒 Full AUM trend chart and 36 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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