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DEFENDER CAPITAL
1310 South Tryon Street
Suite 101
Charlotte, North Carolina 28203
Tel: 704-373-1716
About DEFENDER CAPITAL
DEFENDER CAPITAL, formally registered with the SEC as DEFENDER CAPITAL. The firm was established in 03/13/2015. They have over 4 offices throughout the country.
DEFENDER CAPITAL is a Charlotte, North Carolina based Financial Planning firm with nearly $413,725,000 assets under management, offering retirement planning & investment advisory services to 511 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159607 |
| SEC# | 801-80977 |
| Assets Managed by Firm | $413,725,000 |
| No. of Clients | 511 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 511 | $413,725,000 |
| Individuals (other than high net worth individuals) | 87 | $54,225,000 |
| High net worth individuals | 141 | $307,500,000 |
| Charitable organizations | Fewer than 5 clients | $13,500,000 |
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|---|---|---|---|
| $852,173,054,617 | 100603 | 1554 | |
| $429,024,440,167 | 9416 | 1015 | |
| $307,726,562,224 | 343 | 985 | |
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| $137,561,001,775 | 6685 | 31 |
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