Defender Capital

Defender Capital (CRD# 159607) is a financial advisory firm headquartered in Charlotte, NC. They manage $95,500,000 in 149 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $640,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, NC, NJ, TX

Financial Advisors at Defender Capital
Showing 1 - 4 of 4 top financial advisors.
1
Don Stamas
CRD#: 2867492
1310 South Tryon Street, Suite 101, Charlotte, NC 28203
101
Wealthminder
score

Don Stamas (CRD# 2867492) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 18 years of experience in the finance industry. Don Stamas is a Certified Financial Planner (CFP®) and a Chartered Life Underwriter (CLU®).

 

CFP  professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.  

 

A CLU professional has earned the premier credential in the insurance profession, representing eight or more comprehensive college-level courses covering all aspects of insurance planning, estate and retirement issues, taxation, business insurance, and risk management. For more than 80 years consumers have trusted this mark, which is conferred by The American College of Financial Services, a non-profit educator with the highest level of accreditation.

2
Thomas C. Worth
CRD#: 4151152
1310 South Tryon Street, Suite 101, Charlotte, NC 28203
96
Wealthminder
score

Thomas Worth (CRD# 4151152) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 16 years of experience in the finance industry. Thomas Worth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Patrick J. Walsh
CRD#: 6309318
1310 South Tryon Street, Suite 101, Charlotte, NC 28203
88
Wealthminder
score

Patrick Walsh (CRD# 6309318) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 2 years of experience in the finance industry.

4
John D. Stamas
CRD#: 2220622
1310 South Tryon Street, Suite 101, Charlotte, NC 28203
73
Wealthminder
score

John Stamas (CRD# 2220622) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 24 years of experience in the finance industry.

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