SourcingSourcing

DESTINY CAPITAL CORPORATION

C47
CRD 111196·SEC 801-33822·DENVER, CO
AUM
$382.2M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DESTINY CAPITAL CORPORATION
CRD
111196
SEC file #
801-33822
EIN
—
DBA names
—

Economics

AUM
$382.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$245.5M → $382.2M▲ +56%
Client mix
Individuals Other168
Individuals High Net Worth92

Operations

Employees (total)
11
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
11 advisors → 9 advisors▼ -18%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
facebook.com/entrepreneur-aligned-100166078594807(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DESTINY HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
DESTINY HOLDINGS, INC.
Jolly, Sarah
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:destiny.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (9)

9
Jolly, Sarah
Direct Owner · 7.5%
7880766
MUSICK, JARROD, BRYAN
IAR · Executive Officer · 2.5%
5006561
DOYLE, TIMOTHY, COLIN
IAR · Executive Officer · 2.5%
5573177
Charles, Tiffany, J
IAR · Executive Officer · 2.5%
5922639
Curtis Adam Burch
IAR
6906199
ALISON LEIGH YODER
IAR
4109474
PETER GREGG BOBOLIA
IAR
4552160
COURTNEY GRAY KENNING
IAR
6967576
JAMESON ALEXANDER HOLEHOUSE
IAR
7685428