CHARLOTTE, NCCRD 159607Latest ADV January 28, 2026
Defender Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated January 28, 2026, reports $510M in regulatory assets under management, 3 employees, 1 office, and 189 accounts.
Assets Under Management
$510M
Employees
3
Offices
1 office
Total Clients
187
Primary office
CHARLOTTE, NC
1310 SOUTH TRYON STREET, SUITE 101, CHARLOTTE, NC, United States
Top client segmentHNWI represent 69.0% of total clients.
Top client categories% of clientsClients
1
HNWI
69.0%
129
2
Individuals
30.5%
57
3
Pooled Investment Vehicles
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$510Mas of January 28, 2026
Discretionary99.6%
$508M
100% of total RAUM99.6%
Non-discretionary0.4%
$2M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$510M
Total Accounts189
10Y AUM Change+$393M (+335.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee62:1
10Y Employee Change-3 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.