Destiny Capital Corporation
- Regulatory AUM
- $382M
- Discretionary
- $382M
- Clients
- 260
- Avg AUM / client
- $1.5M
- Accounts
- 825
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 168 | $108M | 28.3% |
| High net worth individuals | 92 | $274M | 71.7% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jarrod Bryan Musick | Cco | CFP | Nov 2012 (14y) | ≈ 56.25% – 100% via Destiny Holdings, Inc. |
| Charles, Tiffany, J | Cgo | May 2019 (7y) | Less than 5% | |
| Timothy Colin Doyle | Cio | CFP | May 2019 (7y) | Less than 5% |
| Jolly, Sarah | Chief Operations Officer (Coo) | Feb 2024 (3y) | Less than 5% | |
| Alison Leigh Yoder | Registered representative | CFP | Dec 2015 (11y) | |
| Curtis Adam Burch | Registered representative | CFP | Aug 2022 (4y) | |
| Courtney Gray Kenning | Registered representative | CFP | May 2025 (1y) | |
| Jameson Alexander Holehouse | Registered representative | CFP | May 2025 (1y) | |
| Peter Gregg Bobolia | Registered representative | CFP Chartered Financial Consultant | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Destiny Holdings, Inc. | Owner | Sep 2000 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jarrod Bryan Musick: 75% – 100% of Destiny Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $375M (98% of AUM) Jun 2026
- Pershing $28.2M (10% of AUM) May 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗