Destra Capital Advisors Llc
- Regulatory AUM
- $464M
- Discretionary
- $464M
- Clients
- 2
- Avg AUM / client
- $232M
- Accounts
- 2
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $464M | 100.0% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Martellaro, Dominic, Carl | Member Of Destra Capital Management Llc | Mar 2010 (16y) | Less than 5% | |
| Robert Watson | President | Dec 2014 (12y) | Less than 5% | |
| Blechner, Myles, Reid | Chief Compliance Officer | Nov 2017 (9y) | Less than 5% | |
| Michael James Lewis | Registered representative | CFP | Feb 2015 (11y) | |
| James Yount | Registered representative | Oct 2016 (10y) | ||
| Kenneth Blake Merritt | Registered representative | Oct 2016 (10y) | ||
| Rosa Maria Valencia | Registered representative | Oct 2016 (10y) | ||
| David Alan Tabone | Registered representative | Jan 2018 (9y) | ||
| Thomas Hart Benton | Registered representative | Feb 2018 (8y) | ||
| Daniel Lee Watnee | Registered representative | Nov 2018 (8y) | ||
| Jacob Gerard Schultz | Registered representative | CFA | Mar 2019 (7y) | |
| James Joseph Ryan | Registered representative | Oct 2019 (7y) | ||
| Anthony Thomas Tobias | Registered representative | May 2023 (3y) | ||
| Christopher Mckinney | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Destra Capital Management Llc | Member Of Destra Capital Advisors Llc | Aug 2008 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗