D
CRD: 314403
Defiant Financial Services LLC
$83.2M Total AUM
$83.2M Disc. AUM
-- 3Y CAGR
1 Employees
364 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- QuantumBeacon wave +more
- Established Date
- 04-19-2021
- Office Locations
- 1
Office Locations
30400 Detroit Road Suite 305 Westlake OH
About Defiant Financial Services LLC
Defiant Financial Services LLC is a life-planning oriented wealth manager providing financial planning and portfolio management alongside in-house tax, insurance, and legal support. The practice emphasizes ETF-based allocations complemented by fixed income. Custody is primarily through Charles Schwab, giving distribution teams a clear platform for implementation.
Team overview
52 AVG AGE
$83.2M AVG AUM / ADVISOR
$228.6K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Upgrade to reveal position-level detail across ridge frontier.
Full visibility includes strategy notes for delta unison value.
Upgrade to reveal position-level detail across catalyst horizon.
See the complete signal summary connected to north.
See the complete signal summary connected to vital.
Upgrade to reveal position-level detail across pioneer prime.
Full visibility includes strategy notes for signal peak oak.
Request access to benchmark trends tied to ember foundation.
Asset Classes
Atlas unison Wave Unison
Client Personas
Delta value
Custodian
Focus element Catalyst Momentum insight Capital matrix
Investment Themes
Element Focus oak Fusion harbor
Investment Vehicles
Frontier Pathway summit
Services
Radial Legacy north Pathway Signal Radial Beacon Catalyst pathway
Technology
Matrix focus Signal Pioneer zenith Fusion Vector unison Glacier eagle
Owner & Executives
AARON MICHAEL VAUGHN
Chief Compliance Officer, Director, Managing Member
- CRD
- #4514977
- Ownership
- 75% or more
(797) 214-7163
vertex.fusion@northcapital.com
in linkedin.com/in/beacon-value
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,209,738 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,209,738 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $83,209,738
Equity - Exchange:
8.6% Corporate - Investment Grade:
10.9% Cash:
27.8% U.S. Government/Agency:
10.4% Corporate - Non-Investment Grade:
16.3% Municipal Bonds:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $522,090,991 | 8.6% |
| Corporate - Investment Grade | $661,719,976 | 10.9% |
| Cash | $1,687,689,481 | 27.8% |
| U.S. Government/Agency | $631,365,849 | 10.4% |
| Corporate - Non-Investment Grade | $989,544,552 | 16.3% |
| Municipal Bonds | $1,578,414,623 | 26.0% |
| Total | $6,070,825,472 | 100.0% |