Destiny Family Office, LLC
● SEC registered since 2025CRD 338015SEC# 801-134301Tavares, FL
Reg. AUM
$605.1M
Employees
7
Accounts
294
Location
Tavares, FL
About Destiny Family Office
Destiny Family Office provides family office services with a distinctive focus on collectors and private investments. It offers collector-focused advisory alongside broader wealth and private investment support.
Summary based on the firm’s website.
Destiny Family Office, LLC assets under management
Destiny Family Office, LLC is a registered investment adviser overseen by the SEC based in Tavares, FL. The firm has been registered since 2025. It reports $605.1 million in regulatory assets under management and employs 7 people.
Destiny Family Office, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Audrey Marie Mancuso | Member | Under 5% | 2025 |
| Jorge A Romero | Member | Under 5% | 2025 |
| Robert L. Clark Revocable Trust Dtd 9/29/2014 | Member | 10-25% | 2025 |
| Thomas H. Ruggie Revocable Trust Dtd 1/18/2001 Control | Member | Over 75% | 2025 |
| Thomas Huey Ruggie Control | Managing Member/Chief Compliance Officer | Under 5% | 2025 |
| Robert Liddell Clark Control | Owner/Trustee | — | 2025 |
| Thomas Huey Ruggie Control | Owner/Trustee | Over 75% | 2025 |
Frequently asked questions
How much does Destiny Family Office, LLC manage?
Destiny Family Office, LLC reports $605.1 million in regulatory assets under management on its Form ADV.
How many employees does Destiny Family Office, LLC have?
Destiny Family Office, LLC reports 7 employees.
Where is Destiny Family Office, LLC located?
Destiny Family Office, LLC is based in Tavares, FL and has been SEC-registered since 2025.
Does Destiny Family Office, LLC disclose fund performance?
Destiny Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2100 Lake Eustis Dr, Tavares, FL 32778 |
| Phone | 844-357-1120 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$605.1MNo change
Jun '26Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$605.1Mregulatory AUM
Discretionary $524.8MNon-discretionary $80.2M