Defiant Capital Group

RIASEC Registered

Total AUM

$49.8M

Discretionary

$49.8M

100% of AUM

Avg account

$392K

Accounts

127

Employees

Advisory reps

Firm details

Headquarters: Warrendale, Pennsylvania
CRD number: 309626
Website: defiantcap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI62.6%
Pooled Investment Vehicles24.3%
Individuals13.04%
Charitable Organizations0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Defiant Capital Group is an independently owned registered investment adviser operating as a limited liability company. The firm serves both individual/family and institutional clients and functions as a capital allocator, using a mix of in-house portfolio management and third‑party manager selection. Its advisory mandate includes financial planning, discretionary portfolio management for individuals, small businesses and pooled vehicles, portfolio management for institutions or businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM charges, fixed fees, and performance-based fees. Defiant does not identify as an active ESG investor and is not marked as a multi-state or newly formed adviser.