Destiny Capital Corporation

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Assets, Funds, Holdings

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Destiny Capital Corporation
CRD #111196
SEC #801-33822
CIK #0001965275
AUM $333.3 M (2025-07-31)
Employees 10 (80% Investors, 0% Brokers)
Phone720-715-7570
Address1040 S Gaylord St
Denver, CO 80209
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
3502802101407002000200820172026
Sector Form 13F Holdings Value ($M)
Docusign Inc 2.1
Trebia Acquisition Corp 1.4
Costco Wholesale Corp /NEW 1.1
Nvidia Corp 1.0
SPDR Gold Trust 1.0
World Currency Gold Trust 0.8
 
 
 
 
 
Holdings by Sector ($M)
170136102683402023202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 157 95.1
(b) Individuals (high net worth individuals) 85 238.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 756 333.3
By Discretionary
Discretionary 750 332.8
Non-Discretionary 6 0.5
Total 756 333.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 333.3
Total 756 333.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001965275]
Comparable Firms State AUM ($B)
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PA 0.3
Compass Financial Services Inc
IA 0.3
Crescent Hill Partners LLC
NY 0.3
Carnegie Wealth Management LLC
PA 0.3
Excel Financial LLC
MN 0.3
My Legacy Advisors LLC
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The Capital Chart ROOM Ltd
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Wealthspring Partners LLC
CA 0.3
Elmwood Wealth Management Inc
CA 0.3
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