Destiny Capital Corp is a large advisory firm based in Golden. It manages $274.17 million of regulatory assets for 1,278 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, Nebraska, and Texas.
Destiny Capital Corp provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Destiny Capital Corp is $274.17 million. The firm's AUM has grown by 101% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Destiny Capital Corp for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Jarrod Bryan Musick is individuals with 263 clients and $243.69 million of assets under management. Among the 11 most similar advisory firms, Destiny Capital Corp has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $274.17 million for 265 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Destiny Capital Corp doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 91 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jarrod Bryan Musick has been acting as President since 1 Mar 2016. Inc. Destiny Holdings joined the executive team most recently as the Owner.
The principal office where Destiny Capital Corp performs its advisory services is located at 13922 Denver West Parkway, Golden, CO 80401 3102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-277-9977 or by fax 303-277-1217. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at destinycapital.com.