RIA Intel›Advisers›North Carolina›DEFENDER CAPITAL LLC

DEFENDER CAPITAL LLC

Advisory

N·CHARLOTTE, NC

Data as of Jan 28, 2026 · Source: SEC Form ADV

Total AUM

$510M

1-Year AUM Growth

+6.6%

3-Year CAGR

+3.8%

Employees

2

Assets Under Management

Total AUM$510M

Discretionary AUM$508M

Non-Discretionary AUM$2M

Discretionary %99.6%

Total Clients187

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)+16.7%

Private Funds

Number of Private Funds1

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record21

First FilingFeb 6, 2015

Latest FilingJan 28, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DEFENDER CAPITAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.