Destra Capital Advisors provides portfolio management for investment companies.
Destra Capital Advisors reports 2 investment companies. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($464M across 2 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 2 | $464M | 100.0% | $232M |
| Total | 2 | $464M | 100% | $232M |
- Clients
- 2
- Regulatory AUM
- $464M
- AUM share
- 100.0%
- Avg. per client
- $232M
Total
- Clients
- 2
- Regulatory AUM
- $464M
- AUM share
- 100%
- Avg. per client
- $232M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Destra Capital Advisors is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Destra Capital Management LLC owns 75% or more of Destra Capital Advisors. The leadership team of Destra Capital Advisors includes President Robert Watson and Chief Compliance Officer Myles Blechner. It has 12 employees.
Staff
- 12 employees
- 12 in advisory functions
- 12 state-registered reps
- 11 broker-dealer reps
- Owns 75% or more of Destra Capital Advisors LLC
Destra Capital Management LLC
Control person · since August 2008
Dominic Martellaro
Member of destra capital management llc · Control person · since March 2010
Destra Capital Advisors’ regulatory assets grew 2.3× from $200M (February 2021) to $464M (March 2026); clients fell from 3 to 2 and employees from 20 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $464M | 2 | 12 | 1 |
| Mar 2025March 2025 | $414M | 3 | 13 | 1 |
| Feb 2024February 2024 | $300M | 3 | 15 | 1 |
| Mar 2023March 2023 | $188M | 3 | 13 | 1 |
| Mar 2022March 2022 | $174M | 3 | 17 | 1 |
| Feb 2021February 2021 | $200M | 3 | 20 | 1 |
Besides its headquarters, Destra Capital Advisors has 0 offices, with 1 listed address in 1 state.
Montana · 1 listed address
- 443 N. Willson Avenue, BozemanHQ
Contact and registration details
- Legal name
- Destra Capital Advisors LLC
- Headquarters
- 443 N. Willson Avenue, Bozeman, MT 59715
- Website
- destracapital.com
- Phone
- 877-855-3434
- @destra-capital
- SEC file
- 801-71604
- Structure
- Delaware LLC
- Fiscal year end
- December
Destra Capital Advisors does not have custody of client assets.
How many clients does Destra Capital Advisors have?
Destra Capital Advisors has 2 clients and manages $464 million for them, as of March 2026. They include 2 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Destra Capital Advisors offer?
Destra Capital Advisors provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Destra Capital Advisors have?
Destra Capital Advisors has 12 investment adviser representatives registered with state securities authorities, out of 12 employees, and 12 perform investment advisory functions. 11 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Destra Capital Advisors?
Destra Capital Advisors’ direct owner is Destra Capital Management LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Destra Capital Advisors get paid?
Destra Capital Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Destra Capital Advisors?
Destra Capital Advisors’ main office is at 443 N. Willson Avenue, Bozeman, MT 59715. Its phone number is 877-855-3434. Its website is destracapital.com.