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 founded in 1989 that focuses on advising individuals and family clients. The firm functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. Destiny Capital also identifies itself as an active ESG investor, incorporating environmental, social, and governance considerations into its investment approach.
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 4
Alison Yoder
Client CoordinatorCRD 4109474
Jarrod Musick
CEO & CCOCRD 5006561
Timothy Doyle
Chief Investment OfficerCRD 5573177
Contacts
3 of 6
Curtis Burch
Investment Adviser RepresentativeCRD 6906199
Courtney Kenning
Investment Adviser RepresentativeCRD 6967576
Tiffany Charles
Wealth AdvisorCRD 5922639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$319M in ETFs
94%
$298M
6%
$20.7M
| 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 | $44.8M | 376,350 | 14.03% |
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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