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DEFENDER CAPITAL

CHARLOTTE, NC · CRD 159607 · IAPD ↗ · 704-373-1716

$510.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — DEFENDER CAPITAL crossed $500M in regulatory AUM ($442.0M -> $510.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2025 — DEFENDER CAPITAL shrank from 7 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.