DEFIANT CAPITAL GROUP

Overview

Defiant Capital Group is an independent registered investment adviser operating as an LLC that manages discretionary portfolios for both individual/family and institutional clients. The firm functions as a capital allocator, combining direct portfolio management with the selection of outside managers and pooled investment vehicles. Its advisory services explicitly include financial planning, portfolio management for individuals and small businesses, management of pooled vehicles, and manager selection. Fee arrangements are flexible and include percentage-of-AUM, fixed fees, and performance-based fees. Defiant reports that it is not an active ESG investor and does not operate as a multistate adviser. Investment activity centers on public funds and separately managed account (SMA) strategies, supplemented by allocations to third-party alternative fund managers. The presence of performance-based fees and pooled vehicle management suggests the firm is comfortable running concentrated or customized mandates when appropriate and using external managers where they prefer specialist sourcing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices