# Destiny Family Office

> Destiny Family Office is an SEC-registered investment advisory firm in Tavares, FL, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 338015
- Filed as: DESTINY FAMILY OFFICE
- Legal name: Destiny Family Office, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tavares, FL
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338015
- AdvisorCensus page: https://advisorcensus.com/firm/destiny-family-office-tavares-fl-338015

## Quick answers

**How is Destiny Family Office compensated?**
On its Form ADV (Item 5.E, October 2026), Destiny Family Office reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Destiny Family Office charge?**
Its Form ADV Part 2A brochure dated August 14, 2026 states: Hourly rate: $100 to $1,500 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Destiny Family Office located?**
Destiny Family Office's principal office is in Tavares, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Destiny Family Office registered with the SEC or a state?**
Destiny Family Office is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338015.

**How much does Destiny Family Office manage?**
Destiny Family Office reports $605,068,786 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (87% discretionary).

**What types of clients does Destiny Family Office serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (28).

**Which custodians does Destiny Family Office use?**
Destiny Family Office's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., First Trust Portfolios L.P. and Goldman Sachs & Co. LLC as custodians holding 10% or more of its separately managed account assets.

**Does Destiny Family Office 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/338015

**What changed in Destiny Family Office's recent Form ADV filings?**
In the October 2026 filing data: Changed its legal name from Destiny Family Office to Destiny Family Office, LLC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated August 14, 2026)

- Hourly rate: $100 to $1,500 an hour (financial planning and/or consulting services)

> Based upon the complexity of the engagement, additional fees may be charged based upon an hourly rate ranging from $100 to $1,500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- First Trust Portfolios L.P.
- Goldman Sachs & Co. 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: $605,068,786
- Discretionary: $524,832,072
- Non-discretionary: $80,236,714

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $9,400,390 |
| High net worth individuals | 28 | $580,334,818 |
| Corporations or other businesses not listed above | Fewer than 5 | $15,333,578 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Winter Park, FL

### Websites listed on Form ADV (Item 1.I)
- destinyfamilyoffice.com

## Changes in the filing (last 12 months)

### October 2026
- Changed its legal name from Destiny Family Office to Destiny Family Office, LLC.

### July 2026
- Regulatory assets under management went from $0 to $605,068,786.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Destiny Family Office (CRD 338015): Form ADV filing data as of October 2026.