Defelice Capital Management LLC

Overview

Defelice Capital Management LLC is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm, SEC-registered in 2020 and owned by an individual principal, runs a percentage-of-AUM fee model and manages client relationships on a discretionary basis. Investment activity is concentrated in publicly traded equities — primarily exchange-traded instruments — supplemented by mutual funds and corporate debt for fixed‑income exposure. The firm does allocate to alternative asset classes through third‑party managers, with real estate and private credit noted among its alternative commitments. Defelice is not an active ESG investor, does not operate across multiple states, and does not act as a capital allocator or pension consultant.

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Location & Offices