{"url":"https://nivawealth.com/firms/destra-capital-advisors-148574","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/148574","regulatoryAum":463846135,"crd":"148574","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3085925","suffix":null,"lastName":"BENTON","firstName":"THOMAS","middleName":"HART"},{"crd":"4725266","suffix":null,"lastName":"LEWIS","firstName":"MICHAEL","middleName":"JAMES"},{"crd":"5475406","suffix":null,"lastName":"MCKINNEY","firstName":"CHRISTOPHER","middleName":null},{"crd":"2449420","suffix":null,"lastName":"MERRITT","firstName":"KENNETH","middleName":"BLAKE"},{"crd":"1082895","suffix":null,"lastName":"RYAN","firstName":"JAMES","middleName":"JOSEPH"},{"crd":"1649005","suffix":null,"lastName":"TABONE","firstName":"DAVID","middleName":"ALAN"},{"crd":"4512991","suffix":"JR","lastName":"TOBIAS","firstName":"ANTHONY","middleName":"THOMAS"},{"crd":"4204112","suffix":null,"lastName":"VALENCIA","firstName":"ROSA","middleName":"MARIA"},{"crd":"5016087","suffix":null,"lastName":"WATNEE","firstName":"DANIEL","middleName":"LEE"},{"crd":"2163449","suffix":null,"lastName":"WATSON","firstName":"ROBERT","middleName":null},{"crd":"2373645","suffix":null,"lastName":"YOUNT","firstName":"JAMES","middleName":null}],"total":11,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-26","regulatoryAum":199861795,"clients":3,"employees":20,"offices":1},{"filedOn":"2022-03-04","regulatoryAum":174258187,"clients":3,"employees":17,"offices":1},{"filedOn":"2023-03-15","regulatoryAum":187974161,"clients":3,"employees":13,"offices":1},{"filedOn":"2024-02-28","regulatoryAum":299537939,"clients":3,"employees":15,"offices":1},{"filedOn":"2025-03-19","regulatoryAum":414203276,"clients":3,"employees":13,"offices":1},{"filedOn":"2026-03-12","regulatoryAum":463846135,"clients":2,"employees":12,"offices":1}],"secFileNumber":"801-71604","legalName":"Destra Capital Advisors LLC","displayName":"Destra Capital Advisors","slug":"destra-capital-advisors-148574","website":"https://destracapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/148574/5bfd5e89bbac07ac-r1.webp","tone":"light","width":762,"height":200,"sourceUrl":"http://www.destracapital.com","sourceLabel":"Destra Capital Advisors LLC, website"},"classification":{"segment":"registered_funds","segmentLabel":"Fund management","type":"fund_manager","typeLabel":"Mutual funds & ETFs","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/destra-capital","xUrl":"https://twitter.com/destracapital","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"443 N. Willson Avenue","city":"Bozeman","state":"MT","stateName":"Montana","country":"United States","postalCode":"59715"},"tradeNames":[],"registration":{"secApproved":"30 December 2010","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":12,"advisory":12,"brokerDealerReps":11,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":463846135,"discretionary":463846135,"discretionaryAccounts":2,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":2,"regulatoryAum":463846135}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Destra Capital Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Robert Watson","title":"President","crd":"2163449"},{"name":"Myles Blechner","title":"Chief Compliance Officer","crd":"2709013"},{"name":"Dominic Martellaro","title":"CEO of Destra Capital Advisors LLC","crd":"1271857"}],"ownership":[{"label":"Destra Capital Management LLC","detail":"Member of destra capital advisors llc in the 75% or more ownership band and a control person, since August 2008."},{"label":"Dominic Martellaro","detail":"Indirect owner: member of destra capital management llc of Destra Capital Management LLC and a control person, since March 2010.","parent":"Destra Capital Management LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Montana","offices":1,"addresses":[{"street":"443 N. Willson Avenue","city":"Bozeman","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"877-855-3434","stateRegisteredReps":12,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for investment companies"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"12 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/148574/PDF/148574.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Destra Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Destra Capital Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Destra Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Destra Capital Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Destra Capital Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Destra Capital Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}