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DESTRA CAPITAL ADVISORS LLC

BOZEMAN, MT · CRD 148574 · IAPD ↗ · destracapital.com · 877-855-3434

$463.8MRegulatory AUM
12Advisory reps
12Employees
0Clients
n/aPlanning clients
0Private funds
12States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
April 2025 — DESTRA CAPITAL ADVISORS LLC reported RAUM up 38% ($299.5M -> $414.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
March 2024 — DESTRA CAPITAL ADVISORS LLC reported RAUM up 59% ($188.0M -> $299.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.