Defender Capital

RIASEC Registered

Total AUM

$510M

Discretionary

$508M

100% of AUM

Avg account

$2.7M

Accounts

189

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 159607
Registered since: March 13, 2015
Website: www.defendercapital.us
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.75%
Individuals14.9%
Pooled Investment Vehicles9.02%
Charitable Organizations3.33%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Defender Capital LLC is an independent, owner-operated registered investment adviser. The firm is SEC-registered (registration year 2015) and combines investment advisory work with insurance brokerage. Its client base spans high-net-worth individuals and families as well as institutional clients. Advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio management for businesses or institutions, and pension consulting. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed-fee engagements. Defender Capital is not identified as an active ESG investor.