Investment adviser · CRD 338015
DESTINY FAMILY OFFICE
Investment adviser filing (IA)
DESTINY FAMILY OFFICE, LLC
TAVARES, FL, United States · Form ADV filed Sep 16, 2026
- Regulatory AUM
- $605M Form ADV · Item 5.F
- Client accounts
- 294 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 28 | $580,334,818 | 95.9% |
| Corporations & businesses | Fewer than 5 | $15,333,578 | 2.5% |
| Individuals | 34 | $9,400,390 | 1.6% |
Filing source
Form ADV 2132988 · Sep 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Sep 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
2100 LAKE EUSTIS DRTAVARES, FL, 32778, United States
CRD 338015
Filing source
Form ADV 2132988 · Sep 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.