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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-02-2012
- Office Locations
- 1
Office Locations
About Defender Capital
Defender Capital is a private, family-run, SEC-registered RIA managing retirement and taxable accounts, trusts, corporate accounts, and donor-advised funds for individuals, families, and corporations. The firm takes a research-driven, long-term approach focused on U.S. equities and emphasizes after-tax returns. Advisors invest in the same holdings as clients and position fees as fair and transparent; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
DON GUS STAMAS
Chief Compliance Officer, Founder, Managing Member, President, Secretary
- CRD
- #2867492
- Ownership
- 50% but less than 75%
JOHN DEAN STAMAS
Managing Member, Managing Partner, TREASURER, VICE PRESIDENT
- CRD
- #2220622
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Jennifer Avesian Fuller
--
- CRD
- #7893211
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $507,900,000 | $2,701,596 |
| Non-Discretionary | $2,100,000 | $2,100,000 |
| Total | $510,000,000 | $2,698,413 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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