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
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- 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
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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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
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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 | -- |
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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% |