# DESTINY FAMILY OFFICE

DESTINY FAMILY OFFICE of TAVARES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 338015
- Type: SEC-registered investment adviser
- SEC file number: 801-134301
- Location: 2100 LAKE EUSTIS DR, TAVARES, FL, 32778
- Phone: 844-357-1120
- Latest filing: 2026-06-19
- Regulatory AUM: $605.1M
- Discretionary AUM: $524.8M
- Non-discretionary AUM: $80.2M
- Clients: 7
- Accounts: 294

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities, Investment cos

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Robert Clark | MEMBER; OWNER | Santa Fe Springs, CA |
| Thomas Huey Ruggie | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; OWNER | — |
| Audrey Marie Mancuso | MEMBER | — |
| Jorge A Romero | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338015/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338015/similar
- Related entities: https://search.stillhousedata.com/firm/338015/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338015

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.