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).

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 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 22 years of experience in the finance industry.

2
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 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 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 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 10 years of experience in the finance industry.

6
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 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
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
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 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 38 years of experience in the finance industry.

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