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 organized as a corporation and operating since 1989. The firm primarily serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Destiny Capital acts as a capital allocator, combining discretionary portfolio management with periodic non‑discretionary engagements and charging fees as a percentage of assets under management, plus options for hourly and fixed fees. The firm is flagged as an active ESG investor.
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 5
Sarah Jolly
Chief Operations OfficerCRD 7880766
Alison Yoder
Client CoordinatorCRD 4109474
Tiffany Charles
Chief Growth OfficerCRD 5922639
Contacts
3 of 4
Peter 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 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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