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DEFENDER CAPITAL
Legal name: DEFENDER CAPITAL LLC
CRD 159607File 801-80977
APPROVED
Retail clients
Custody
Filing as of Jan 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$510.0M
Above cohort median (national)
Discretionary AUM
$507.9M
Non-discretionary $2.1M
Clients
187
189 accounts
Employees
3
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 13, 2015
- Principal office
- 1310 SOUTH TRYON STREET, SUITE 101, CHARLOTTE, NC, 28203
- Phone
- 704-373-1716
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $510.0M
- Discretionary AUM
- $507.9M
- Non-discretionary AUM
- $2.1M
- Discretionary accounts
- 188
- Non-discretionary accounts
- 1
- Total accounts
- 189
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $17.0M |
| High net worth individuals | 129 | $371.0M |
| Pooled investment vehicles | 1 | $46.0M |
| Individuals (other than high net worth individuals) | 57 | $76.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.