DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DEFENDER CAPITAL

DEFENDER CAPITAL LLC, CRD 159607

CHARLOTTE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aeb7805c-2753-85e8-bd41-ba4008e8185f

Data as of Jan 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 9
On other graphs: 0
Observed: Feb 6, 2015 to Jan 28, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.09 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $510MItem 5.F on the latest filing (2026-01-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $508M
Private client RAUM: $447MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $170Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 189
Individual clients: 57
High net worth clients: 129
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $60.0M
SEC number: 801-80977
CRD: 159607
Filings on the tape: 25
First filed: Feb 6, 2015
Latest filed: Jan 28, 2026
Organised: Limited Liability Company, NC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN DEAN STAMAS	n/a	CHARLOTTE, NC	14	34	1	no
DON GUS STAMAS	Certified Financial Planner	CHARLOTTE, NC	13	29	3	no
Jennifer Avesian Fuller	n/a	CHARLOTTE, NC	0	28	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
DEFENDER CAPITAL PARTNERS LLC	Hedge Fund	$38.5M	Nov 18, 2024	21	Feb 6, 2015	reported	021-1565991

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
STAMAS, DON, GUS	PRESIDENT, MANAGING MEMBER, SECRETARY AND CCO	D	yes	12/2012	Feb 6, 2015	Nov 18, 2024
STAMAS, JOHN, DEAN	VICE PRESIDENT, TREASURER, MANAGING MEMBER	D	yes	09/2011	Feb 6, 2015	Nov 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 28, 2026	$510M	$508M	3	2	1	1	n/a
2024	Mar 21, 2025	$442M	$440M	3	2	1	1	n/a
2023	Mar 18, 2024	$414M	$412M	7	7	3	1	$38.5M
2022	Feb 24, 2023	$388M	$387M	6	6	4	1	$37.0M
2021	Feb 16, 2022	$374M	$373M	6	6	3	1	$44.0M
2020	Feb 18, 2021	$367M	$366M	4	4	0	1	$37.0M
2019	Jan 14, 2020	$227M	$226M	4	4	0	1	$19.0M
2018	Feb 20, 2019	$161M	$160M	6	4	0	1	$13.0M
2017	Feb 21, 2018	$153M	$153M	6	4	0	1	$10.0M
2016	Jan 11, 2017	$117M	$117M	6	4	n/a	1	$5.6M
2015	Feb 1, 2016	$95.5M	$95.5M	6	4	n/a	1	$4.5M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$510M	$442M	15.4%	$388M	9.5%	3	3	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ORG PARTNERS	3	Feb 18, 2025	Feb 19, 2025	CHARLOTTE, NC	Firm absorbed	RIA to RIA	60.0%

Relationships

Registered with (9)

← Jennifer Avesian FullerAdvisorregistration: current employment
Jun 11, 2026 to presentfactForm ADV
← DON GUS STAMASAdvisorregistration: current employment
Jan 2, 2013 to presentfactForm ADV
← JOHN DEAN STAMASAdvisorregistration: current employment
Feb 2, 2012 to presentfactForm ADV
← THOMAS CLARKSON WORTHAdvisorregistration: previous registration
Oct 16, 2014 to Feb 18, 2025factForm ADV
← Joseph Clarence LearyAdvisorregistration: previous registration
Apr 15, 2024 to Feb 18, 2025factForm ADV
← Grant Christopher WilsonAdvisorregistration: previous registration
May 1, 2019 to Feb 18, 2025factForm ADV
← DYLAN Jackson COEAdvisorregistration: previous registration
Apr 15, 2024 to Oct 24, 2024factForm ADV
← ENRIQUE J. RABELLAdvisorregistration: previous registration
Sep 2, 2021 to Jul 15, 2024factForm ADV
← PATRICK JOSEPH WALSHAdvisorregistration: previous registration
Sep 1, 2021 to Mar 13, 2024factForm ADV

Advises (1)

→ DEFENDER CAPITAL PARTNERS LLCPrivate fundHedge Fund, IA
Feb 6, 2015 to presentfactForm ADV

Moved with (1)

→ ORG PARTNERSRegistered adviser3 advisors, firm absorbed, same day
Feb 18, 2025 to Feb 19, 2025factForm ADV

Controls (2)

← STAMAS, JOHN, DEANOwnerVICE PRESIDENT, TREASURER, MANAGING MEMBER, ownership code D, individual
Feb 6, 2015 to Nov 18, 2024factForm ADV
← STAMAS, DON, GUSOwnerPRESIDENT, MANAGING MEMBER, SECRETARY AND CCO, ownership code D, individual
Feb 6, 2015 to Nov 18, 2024factForm ADV

Dated events

Occurred
Feb 18, 2025
Firm absorbed
Defender Capital's advisors moved to Org Partners (Charlotte, NC): 3 of 5 registered, on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Feb 18, 2025
Advisor changed firm
Grant Christopher Wilson left Defender Capital for Org Partners (registered 2025-02-19)
Form ADVobserved 6 days ago
Occurred
Feb 18, 2025
Advisor changed firm
Thomas Clarkson Worth left Defender Capital for Org Partners (registered 2025-02-19)
Form ADVobserved 6 days ago
Occurred
Feb 18, 2025
Advisor changed firm
Joseph Clarence Leary left Defender Capital for Org Partners (registered 2025-02-19)
Form ADVobserved 6 days ago
Occurred
Oct 24, 2024
Advisor changed firm
Dylan Jackson Coe left Defender Capital for Wells Fargo Advisors (registered 2025-01-07)
Form ADVobserved 6 days ago
Occurred
Jul 15, 2024
Advisor changed firm
Enrique J. Rabell left Defender Capital for Wells Fargo Advisors (registered 2025-02-06)
Form ADVobserved 6 days ago
Occurred
Mar 13, 2024
Advisor changed firm
Patrick Joseph Walsh left Defender Capital for Walsh Capital Llc (registered 2024-07-02)
Form ADVobserved 6 days ago
Occurred
Feb 18, 2021
Regulatory AUM changed
Defender Capital reported RAUM $367.0M, up 62% from $227.0M (2020-06-15 to 2021-02-18)
Form ADVobserved 6 days ago
$140M
Occurred
Feb 6, 2015
First Form ADV filing
Defender Capital filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aeb7805c-2753-85e8-bd41-ba4008e8185f
First observed: Feb 6, 2015
Last observed: Jan 28, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DEFENDER CAPITAL

DEFENDER CAPITAL LLC, CRD 159607

CHARLOTTE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aeb7805c-2753-85e8-bd41-ba4008e8185f

Data as of Jan 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN DEAN STAMAS

n/a

CHARLOTTE, NC

DON GUS STAMAS

Certified Financial Planner

CHARLOTTE, NC

Jennifer Avesian Fuller

n/a

CHARLOTTE, NC

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

DEFENDER CAPITAL PARTNERS LLC

Hedge Fund

$38.5M

Nov 18, 2024

Feb 6, 2015

reported

021-1565991

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

STAMAS, DON, GUS

PRESIDENT, MANAGING MEMBER, SECRETARY AND CCO

yes

12/2012

Feb 6, 2015

Nov 18, 2024

STAMAS, JOHN, DEAN

VICE PRESIDENT, TREASURER, MANAGING MEMBER

yes

09/2011

Feb 6, 2015

Nov 18, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 28, 2026

$510M

$508M

n/a

2024

Mar 21, 2025

$442M

$440M

n/a

2023

Mar 18, 2024

$414M

$412M

$38.5M

2022

Feb 24, 2023

$388M

$387M

$37.0M

2021

Feb 16, 2022

$374M

$373M

$44.0M

2020

Feb 18, 2021

$367M

$366M

$37.0M

2019

Jan 14, 2020

$227M

$226M

$19.0M

2018

Feb 20, 2019

$161M

$160M

$13.0M

2017

Feb 21, 2018

$153M

$10.0M

2016

Jan 11, 2017

$117M

n/a

$5.6M

2015

Feb 1, 2016

$95.5M

n/a

$4.5M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$510M

$442M

15.4%

$388M

9.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ORG PARTNERS

Feb 18, 2025

Feb 19, 2025

CHARLOTTE, NC

Firm absorbed

RIA to RIA

60.0%