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).
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Total Assets Under Management174MILLION
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Total Number of Accounts3ACCOUNTS
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Average Account Value$58,086,062
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")

AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA
Thomas Benton (CRD# 3085925) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Carlsbad, CA and has over 21 years of experience in the finance industry.
Michael Lewis (CRD# 4725266) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 18 years of experience in the finance industry.
Kenneth Merritt (CRD# 2449420) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 28 years of experience in the finance industry.
Jacob Schultz (CRD# 7058150) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 3 years of experience in the finance industry.
David Tabone (CRD# 1649005) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Chesterbrook, PA and has over 9 years of experience in the finance industry.
Rosa Valencia (CRD# 4204112) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 21 years of experience in the finance industry.
Daniel Watnee (CRD# 5016087) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 16 years of experience in the finance industry.
Robert Watson (CRD# 2163449) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 30 years of experience in the finance industry. Robert Watson 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.
James Yount (CRD# 2373645) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 28 years of experience in the finance industry.
James Ryan (CRD# 1082895) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 37 years of experience in the finance industry.