Destiny Family Office
● SEC registered since 2025CRD 338015SEC# 801-134301Tavares, FL
Reg. AUM
$605.1M
Employees
7
Accounts
294
Location
Tavares, FL
Destiny Family Office assets under management
Destiny Family Office 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 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 | — | 2025 |
| Thomas Huey Ruggie Control | Owner | Over 75% | 2025 |
Frequently asked questions
How much does Destiny Family Office manage?
Destiny Family Office reports $605.1 million in regulatory assets under management on its Form ADV.
How many employees does Destiny Family Office have?
Destiny Family Office reports 7 employees.
Where is Destiny Family Office located?
Destiny Family Office is based in Tavares, FL and has been SEC-registered since 2025.
Does Destiny Family Office disclose fund performance?
Destiny Family Office 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, monthlyJul '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$605.1Mregulatory AUM
Discretionary $524.8MNon-discretionary $80.2M