Destra Capital Advisors LLC

RIASEC RegisteredEst. 2010
Total AUM
$464M
Discretionary
$464M
100% of AUM
Avg account
$232M
Accounts
2
Employees
12
Advisory reps
14

Firm details

Headquarters
Bozeman, Montana
CRD number
148574
Registered since
December 30, 2010
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Destra Capital Advisors LLC is an SEC-registered investment adviser formed as a limited liability company in 2010. The firm’s advisory work is centered on portfolio management for investment companies and it serves an institutional client base. Compensation is structured as a percentage of assets under management rather than performance-only or flat-fee models. According to the firm’s disclosures, it does not position itself as an active ESG investor, is not a pension consultant, and is not classified as a capital allocator or related adviser. The firm maintains industry ties that include relationships with broker-dealers and other investment advisers, suggesting operational connections across the sell-side and advisory channels rather than relying solely on internal distribution.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Dominic Martellaro

    Dominic Martellaro

    Chief Executive OfficerCRD 1271857

Contacts

3 of 13
  • Anthony Tobias

    External WholesalerCRD 4512991

  • Robert Watson

    Robert Watson

    Head of InvestmentsCRD 2163449

  • Kenneth Merritt

    Kenneth Merritt

    Managing DirectorCRD 2449420

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Bozeman, MT

Gallatin

Location

Bozeman, MT

Headquartered in Bozeman, MT, in the West of the United States.

Region
West
County
Gallatin
Address
443 N Willson Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

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