# 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.

- CRD: 111196
- Filed as: DESTINY CAPITAL CORPORATION
- Also doing business as: DESTINY CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111196
- AdvisorCensus page: https://advisorcensus.com/firm/destiny-capital-corporation-denver-co-111196

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated August 24, 2026)

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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $382,199,911
- Discretionary: $381,736,054
- Non-discretionary: $463,857

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 1989 (37 years)
- Employees: 11 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, MN, MO, NE, NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- destinycapital.com
- Facebook @Destiny-Capital-104960228162026
- Instagram @destinycapital.co
- LinkedIn @destinycapital
- X @JarrodMusick
- YouTube @Destiny-Capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $294,205,741 | 13 | March 31, 2021 |
| October 2022 | $294,205,741 | 13 | May 17, 2022 |
| October 2023 | $253,667,808 | 13 | July 19, 2023 |
| October 2024 | $290,844,288 | 10 | August 29, 2024 |
| October 2025 | $333,286,347 | 10 | July 31, 2025 |
| October 2026 | $382,199,911 | 11 | August 24, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Destiny Capital Corporation (CRD 111196): Form ADV filing data as of October 2026.