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| Destiny Capital Corporation
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|---|---|
| CRD # | 111196 |
| SEC # | 801-33822 |
| CIK # | 0001965275 |
| AUM | 382.2 M (2026-06-26) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 720-715-7570 |
| Address | 1800 Wazee Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 1.9 | ||
| Docusign Inc | 1.3 | ||
| SPDR Gold Trust | 1.3 | ||
| Costco Wholesale Corp /NEW | 1.2 | ||
| World Currency Gold Trust | 1.2 | ||
| Nvidia Corp | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 108.3 |
| (b) Individuals (high net worth individuals) | 92 | 273.9 |
| (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 | 825 | 382.2 |
| By Discretionary | ||
| Discretionary | 819 | 381.7 |
| Non-Discretionary | 6 | 0.5 |
| Total | 825 | 382.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 382.2 | |
| Total | 825 | 382.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965275] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Accent Capital Management LLC
✚
|
OH | 382.7 M |
|
Proctor Financial Inc
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|
MA | 382.3 M |
|
Red Tortoise LLC
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|
GA | 382.3 M |
|
Carter Financial Group Inc
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|
IL | 382.2 M |
|
Eaton Financial Holdings Company LLC
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FL | 382.2 M |
|
Dean Financial Services LLC
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|
OH | 382.0 M |
|
Kirtland Hills Capital Management LLC
✚
|
OH | 382.0 M |
|
Mark J Snyder Financial Services Inc
✚
|
NY | 382.0 M |
|
Dravo Bay LLC
✚
|
DE | 381.8 M |
|
Harbour Investment Management LLC
✚
|
WA | 381.6 M |