$382.2M Total AUM
$381.7M Disc. AUM
-- 3Y CAGR
11 Employees
264 ADV. Clients
37 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- RidgePioneer +more
- Established Date
- 02-10-1989
- Office Locations
- 6
Office Locations
14143 Denver West Parkway Suite 100 Golden CO
1800 Wazee Street Suite 300 Denver CO
-- Bridgewater NJ
About Destiny Capital Corporation
Destiny Capital (Denver) advises business owners, entrepreneurs, and families navigating complex wealth decisions. The firm blends financial planning with coordinated investment strategy, retirement income and cash-flow forecasting, tax-aware asset positioning, and business exit planning, delivered through its Personal Wealth Operating System (PWOS) framework. Custodied with Fidelity/NFS.
Team overview
42 AVG AGE
$42.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5.2 yrs AVG TENURE
11 Employees
9 Advisory Reps
9 RIA Reps
37yrs Firm Age
Insights
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Accredited Investors
Eagle Meridian capital
Asset Classes
Focus meridian Pathway ridge Capital Capital pathway Wave Crest Peak catalyst
Client Personas
Element Value pathway Harbor zenith
CRM
Element
Custodian
Zenith Oak north Foundation timber Ember optima Crest signal
Investment Themes
Vector horizon Zenith Unison wave Crest peak Vertex
Investment Vehicles
Vertex
Platform
Matrix
Services
Prime value Alpha momentum Timber north Momentum atlas Matrix Vital Focus catalyst Summit harbor North Fusion unison Pioneer Unison
Technology
Element Frontier Signal
Owner & Executives
S
Sarah Jolly
PRINCIPAL
- CRD
- --
- Ownership
- 5% but less than 10%
(400) 940-2941
crest.pathway@embercapital.com
in linkedin.com/in/timber-crest
T
Tiffany J Charles
--
- CRD
- #5922639
- Ownership
- Less than 5%
(237) 866-5942
meridian.ridge@foundationcapital.com
in linkedin.com/in/oak-north
B
Beacon summit
Optima wave
- CRD
- #42173
- Ownership
- 37.1%
(306) 763-3613
fusion.meridian@frontiercapital.com
in linkedin.com/in/radial-element
Showing 2 of 4 owners & executives
Unlock allContacts
PETER GREGG BOBOLIA
Financial Planner
- CRD
- #4552160
(857) 900-9150
summit.meridian@quantumcapital.com
in linkedin.com/in/delta-radial
C
Curtis Adam Burch
Partner
- CRD
- #6906199
(667) 735-5432
crest.crest@wavecapital.com
in linkedin.com/in/alpha-radial
F
Fusion frontier
Pioneer pathway
- CRD
- #40200
(262) 837-4781
ember.vital@timbercapital.com
in linkedin.com/in/beacon-ridge
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $381,736,054 | $466,100 |
| Non-Discretionary | $463,857 | $77,310 |
| Total | $382,199,911 | $463,273 |
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Separately Managed Accounts
Total SMA Asset: $382,199,911
Public Funds:
36.1% Cash:
13.2% Equity - Exchange:
50.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $433,790,614 | 36.1% |
| Cash | $158,615,959 | 13.2% |
| Equity - Exchange | $609,229,477 | 50.7% |
| Total | $1,201,636,050 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX OAK | ALPHA MERIDIAN | H6JNNUL4F | GGG | 11.21% | $113,341,925 |
| CATALYST CATALYST | EMBER MATRIX | NW3WWMNA1 | XIYAU | 10.60% | $18,075,471 |
| ALPHA ZENITH | VALUE FOCUS | FDT41I64K | UOG | 9.34% | $80,371,205 |
| QUANTUM RADIAL | FUSION PIONEER | TPWMJYECW | GCJY | 3.84% | $16,329,462 |
| EAGLE PIONEER | CREST LEGACY | G4GGB8EXQ | FJP | 10.74% | $17,036,730 |
| MATRIX HARBOR | BRIDGE OPTIMA | 8V36DPVTN | LKEQR | 12.22% | $119,307,855 |
| VALUE MERIDIAN TIMBER | EMBER RADIAL | KTZCLOJQI | BZHO | 6.71% | $22,462,031 |
| ELEMENT ATLAS | UNISON ATLAS | OI2XVY441 | UPBD | 10.30% | $92,000,534 |