Defender Capital
34yrs
Top 5% by experience in Charlotte
Defender Capital
Charlotte, NC. Legal name: Defender Capital LLC
About the firm
A registered investment advisory firm based in Charlotte, North Carolina. It manages about $510 million for roughly 186 individual clients. Services include financial planning, investment management for individuals and small businesses, managing private funds.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$2.4 million
Assets under management ?$510 million
Individual clients186
Median years of experience29
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consulting
Advisors at Defender Capital
3Advisors
29Median years of experience
1States with offices
1Offices
Also known as
Defender Capital RIA, LLC · Defender Capital LLC · Defender Capital Advisors
About Defender Capital
How do I contact Defender Capital?
Call the main office at (704) 373-1716. The main office is at 1310 South Tryon Street Suite 101, Charlotte, NC 28203.
How is Defender Capital paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Defender Capital offer?
Financial planning, Investment management for individuals and small businesses, Managing private funds, Investment management for businesses and institutions, Retirement plan consulting.
How many advisors work at Defender Capital?
We list 3 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.