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 that works primarily with individual and family clients. The firm has been SEC-registered since 1989 and operates as a capital allocator, selecting and allocating to external managers in addition to running client portfolios directly. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and manager selection. Destiny charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm identifies itself as an active ESG investor and reports using third-party managers for portions of its allocation.
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
FINTRXContacts
FINTRXWealth 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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