DESTINY CAPITAL CORPORATION
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 111196
- Registered since
- February 10, 1989
- Website
- destinycapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.67%
- Individuals28.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Destiny Capital Corporation is an independent registered investment adviser that has operated since 1989. The firm serves individual and family clients and functions as a capital allocator, combining direct portfolio management with selection of outside managers. Advisory services explicitly include financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Destiny identifies as an active ESG investor and is owned as a domestic entity with individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents7%
- Exchange Traded Equities2%
Owners & executives
3 of 5Sarah Jolly
Chief Operations OfficerCRD 7880766
ALISON YODER
Wealth Management CoordinatorCRD 4109474
Tiffany Charles
Chief Growth OfficerCRD 5922639
Contacts
3 of 4PETER BOBOLIA
Investment Advisor RepresentativeCRD 4552160
COURTNEY KENNING
Investment Adviser RepresentativeCRD 6967576
JAMESON HOLEHOUSE
Investment Advisor RepresentativeCRD 7685428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$279M in ETFs
93%
$260M
6%
$19.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $37.3M | 381,111 | 13.36% |
Location
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 1800 Wazee St
- Time zone
- MT (UTC-7)
- Office locations
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