RIA Intel›Advisers›Ohio›DEFIANT FINANCIAL SERVICES LLC

DEFIANT FINANCIAL SERVICES LLC

Advisory

WESTLAKE, OH

Data as of May 29, 2026 · Source: SEC Form ADV

Rank in OH

#640

of 748 advisers by AUM

Average account

$217K

across 384 accounts

AUM per adviser

$83M

1 advisers

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$83M

Discretionary AUM$83M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients184

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

184 clients

40 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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