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).

Current Firm Details
443 N. Willson Avenue, Bozeman, MT 59715
http://www.destracapital.com
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 1 - 10 of 10 top financial advisors.
1
Thomas Benton, financial advisor Carlsbad CA
Thomas H. Benton
CRD#: 3085925
Carlsbad, CA

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.

2
Michael Lewis, financial advisor Bozeman MT
Michael J. Lewis
CRD#: 4725266
443 N. Willson Avenue, Bozeman, MT 59715

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.

3
Kenneth Merritt, financial advisor Bozeman MT
Kenneth B. Merritt
CRD#: 2449420
443 N. Willson Avenue, Bozeman, MT 59715

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.

4
Jacob Schultz, financial advisor Bozeman MT
Jacob G. Schultz
CRD#: 7058150
443 N. Willson Avenue, Bozeman, MT 59715

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.

5
David Tabone, financial advisor Chesterbrook PA
David A. Tabone
CRD#: 1649005
Chesterbrook, PA

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.

6
Rosa Valencia, financial advisor Bozeman MT
Rosa M. Valencia
CRD#: 4204112
443 N. Willson Avenue, Bozeman, MT 59715

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.

7
Daniel Watnee, financial advisor Bozeman MT
Daniel L. Watnee
CRD#: 5016087
443 N. Willson Avenue, Bozeman, MT 59715

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.

8
Robert Watson, financial advisor Bozeman MT
Robert Watson
CRD#: 2163449
443 N. Willson Avenue, Bozeman, MT 59715

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.

9
James Yount, financial advisor Bozeman MT
James Yount
CRD#: 2373645
443 N. Willson Avenue, Bozeman, MT 59715

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.

10
James Ryan, financial advisor Bozeman MT
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 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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