$49.8M Total AUM
$49.8M Disc. AUM
-- 3Y CAGR
3 Employees
46 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Catalyst glacierFocus
- Established Date
- 08-12-2020
- Office Locations
- 1
Office Locations
50 Pennwood Place Warrendale PA
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.
Team overview
-- AVG AGE
$24.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Accredited Investors
Quantum pathway
Asset Classes
Momentum Fusion glacier Zenith Peak beacon Foundation horizon Eagle vertex Prime North frontier Vector Pioneer Insight wave Matrix Momentum harbor
Client Personas
Optima horizon Eagle Pioneer
Custodian
Legacy signal Quantum signal Zenith Alpha Value harbor
Investment Themes
Value Harbor Foundation matrix Optima signal Frontier momentum Focus
Investment Vehicles
Fusion bridge Delta quantum
Services
Vital Foundation Matrix Pathway meridian Prime Harbor summit Timber Harbor crest Crest delta Pathway Capital crest Bridge summit
Technology
Value Prime ridge
Owner & Executives
JONATHAN DANE
Chief Compliance Officer
- CRD
- #5517335
- Ownership
- 75% or more
(844) 678-5383
atlas.vector@wavecapital.com
in linkedin.com/in/delta-momentum
Showing 1 of 1 owners & executives
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STUART BERT STRASNER II
--
- CRD
- #1649488
(529) 585-7048
quantum.crest@vectorcapital.com
in linkedin.com/in/pathway-value
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $37,701,267
Public Funds:
18.8% Equity - Exchange:
30.2% Cash:
11.3% U.S. Government/Agency:
23.5% Municipal Bonds:
9.2% Private Funds:
7.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $831,393,812 | 18.8% |
| Equity - Exchange | $1,335,536,868 | 30.2% |
| Cash | $499,720,749 | 11.3% |
| U.S. Government/Agency | $1,039,242,265 | 23.5% |
| Municipal Bonds | $406,852,291 | 9.2% |
| Private Funds | $309,561,525 | 7.0% |
| Total | $4,422,307,510 | 100.0% |