Defender Capital

Defender Capital is a registered investment advisor firm established in September 2011 and located in Charlotte, NC. The firm specializes in providing fee-based investment advisory services, including custom portfolio management on a discretionary basis. They offer pension consulting services, financial planning, and may recommend unaffiliated money managers to clients. The minimum household account requirement is $2,000,000, but lower values may be accepted at the firm's discretion. As of March 10, 2025, Defender managed $440,300,000 in discretionary and $1,700,000 in non-discretionary client assets. Regarding fees, clients pay an annual investment advisory fee ranging from 2.00% to 0.50% based on account size and complexity. Hourly fees are billed at $300 per hour, and fixed fees for financial planning services range from $1,000 to $25,000. The firm does not charge performance-based fees. Clients have investment discretion, allowing Defender to make trades aligned with their objectives and goals. The firm utilizes fundamental analysis techniques and may recommend investments in exchange-traded equity securities. Clients retain proxy-voting rights for securities in their accounts, and Defender does not vote proxies on their behalf. The firm has not been subject to disciplinary actions and maintains a Code of Ethics to ensure ethical conduct. Defender has custody of certain client assets and private fund assets held at a qualified custodian.