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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-12-2020
- Office Locations
- 1
Office Locations
About Defiant Capital Group
Defiant Capital Group is an independent wealth advisory and investment management firm serving families, with a focus on entrepreneurs and business owners navigating complex wealth decisions. The team emphasizes institutional investment discipline and client-first guidance, and also provides succession planning. Based in Pennsylvania and custodied at Charles Schwab, the firm has been featured in outlets such as Barron's and MarketWatch.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 46 clients, or 23 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on August 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Defiant Capital Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONATHAN DANE
Chief Compliance Officer
- CRD
- #5517335
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STUART BERT STRASNER II
Principal
- CRD
- #1649488
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,804,697 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,804,697 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Defiant Capital Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.