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Destiny Capital Corporation

Denver, COSEC-registered investment adviserCRD 111196

Filed as DESTINY CAPITAL CORPORATION

Destiny Capital Corporation is an SEC-registered investment advisory firm in Denver, CO, registered since 1989, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

37 years
registered since 1989
$382,199,911
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Destiny Capital Corporation compensated?

On its Form ADV (Item 5.E, October 2026), Destiny Capital Corporation reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Destiny Capital Corporation located?

Destiny Capital Corporation's principal office is in Denver, CO, according to its Form ADV.

Is Destiny Capital Corporation registered with the SEC or a state?

Destiny Capital Corporation is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 111196.

How much does Destiny Capital Corporation manage?

Destiny Capital Corporation reports $382,199,911 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary).

How have Destiny Capital Corporation's assets and staff changed since 2021?

In the Form ADV data for Destiny Capital Corporation: Regulatory assets under management: $294,205,741 in the October 2021 data and $382,199,911 in the October 2026 data, up 30%. Total employees: 13 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Destiny Capital Corporation serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (168); high net worth individuals (92).

Which custodians does Destiny Capital Corporation use?

Destiny Capital Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

Does Destiny Capital Corporation report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111196

Does Destiny Capital Corporation state an account minimum?

Its Form ADV Part 2A brochure dated August 24, 2026 says: "Our Firm maintains a $500,000 minimum in aggregate investable assets. In certain instances, at the discretion of our Firm, this minimum may be waived."

What changed in Destiny Capital Corporation's recent Form ADV filings?

In the March 2026 filing data: Regulatory assets under management went from $333,286,347 to $382,199,911 (+15%). Employees performing advisory functions went from 8 to 9. No longer lists the business name Entrepreneur Aligned.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $500,000 (the brochure says it may be waived or negotiated)

The brochure's wording
Our Firm maintains a $500,000 minimum in aggregate investable assets. In certain instances, at the discretion of our Firm, this minimum may be waived.

As stated in the firm's Form ADV Part 2A brochure dated August 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$382,199,911

$382,199,911 as of October 2026, filing dated August 24, 2026.

Discretionary: $381,736,054.Non-discretionary: $463,857.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 168 Assets $108,262,962 (28%)
High net worth individuals
Clients 92 Assets $273,936,949 (72%)
Banking or thrift institutions
Clients 0 Assets Not reported
Investment companies
Clients 0 Assets Not reported
Business development companies
Clients 0 Assets Not reported
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets Not reported
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets Not reported
Charitable organizations
Clients 0 Assets Not reported
State or municipal government entities (including government pension plans)
Clients 0 Assets Not reported
Other investment advisers
Clients 0 Assets Not reported
Insurance companies
Clients 0 Assets Not reported
Sovereign wealth funds and foreign official institutions
Clients 0 Assets Not reported
Corporations or other businesses not listed above
Clients 0 Assets Not reported
Other
Clients 0 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other

Registration and firm details

Items 1, 2, 5
Also doing business as
DESTINY CAPITAL
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1989 (37 years)
Employees
Total: 11. Performing investment advisory functions: 9.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
8 states or jurisdictions
AZCOFLMNMONENJTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$294M 2021 $294M 2022 $254M 2023 $291M 2024 $333M 2025 $382M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$382,199,91111August 24, 2026
October 2025$333,286,34710July 31, 2025
October 2024$290,844,28810August 29, 2024
October 2023$253,667,80813July 19, 2023
October 2022$294,205,74113May 17, 2022
October 2021$294,205,74113March 31, 2021

Regulatory assets under management: $294,205,741 in the October 2021 data and $382,199,911 in the October 2026 data, up 30%.

Total employees: 13 in October 2021 and 11 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. March 2026
    • Regulatory assets under management went from $333,286,347 to $382,199,911 (+15%).
    • Employees performing advisory functions went from 8 to 9.
    • No longer lists the business name Entrepreneur Aligned.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
destinycapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Destiny Capital Corporation (CRD 111196): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/destiny-capital-corporation-denver-co-111196