DESTRA CAPITAL INVESTMENTS LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
BOZEMAN, Montana
CRD number
148299
Registered since
March 16, 2011

Firm profile

FINTRX

Overview

Destra Capital Investments LLC is organized as a limited liability company and has been registered with the SEC since 2011. Public records in this dataset provide only a sparse profile: the adviser is listed as an unclassified entity, and several typical profile fields (client mix, fee schedules, core advisory activities) are not populated in the available data. Regulatory flags in the snapshot indicate the firm is not designated as a capital allocator, is not identified as an active ESG investor, and is not recorded as a multi-state adviser. The firm is not marked as a pension consultant or as a related adviser, and it is described as owned by a domestic entity/individual. The combination of an older SEC registration date and a largely blank public profile suggests either a narrow, specialized practice or limited reporting to the data source.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • DOMINIC MARTELLARO

    Chief Executive OfficerCRD 1271857

  • WALTER COSTENBADER

    Chief Compliance OfficerCRD 1828345

Contacts

3 of 15
  • KENNETH MERRITT

    Managing DirectorCRD 2449420

  • ROSA VALENCIA

    PartnerCRD 4204112

  • JAMES YOUNT

    President and Senior Managing DirectorCRD 2373645

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOZEMAN, MT

GALLATIN

Location

BOZEMAN, MT

Headquartered in BOZEMAN, MT, in the West of the United States.

Region
West
County
GALLATIN
Address
443 N Willson Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth