Defender Capital Llc
- Regulatory AUM
- $510M
- Discretionary
- $508M
- Clients
- 187
- Avg AUM / client
- $2.7M
- Accounts
- 189
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $76.0M | 14.9% |
| High net worth individuals | 129 | $371M | 72.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $46.0M | 9.02% |
| Charitable organizations | Fewer than 5 clients | $17.0M | 3.33% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $38.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Defender Capital Partners Llc | Hedge Fund | Delaware | $38.5M | 21 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Dean Stamas | Vice President, Treasurer, Managing Member | Sep 2011 (15y) | 50% – 75% | |
| Don Gus Stamas | President, Managing Member, Secretary And Cco | CFP | Dec 2012 (14y) | 50% – 75% |
| Jennifer Avesian Fuller | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $38.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Defender Capital Partners Llc | Hedge Fund | $38.5M | $1.0M | 21 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/28/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $464M (91% of AUM) Jan 2026
- LPL Financial $117M (73% of AUM) Oct 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 28, 2026.
View current Form ADV (SEC/IAPD) ↗