Not all investing is equal: in an industry that often underdelivers, we invite you to try our simple and time-tested investment approach

1310 South Tryon Street, Suite 101 Charlotte, NC 28203 | (704) 373 – 1716
Who we are

Family owned and operated since 2002

As a private family-run firm, we answer to our clients, not shareholders. Defender Capital, an SEC-Registered Investment Advisor, manages investment accounts – retirement accounts, non-retirement accounts, trusts, corporate accounts, donor-advised funds, etc. – for individuals, families, and corporations. We take a research driven, long-term approach, investing in U.S. equities. We keep skin in the game by investing in the same holdings as our clients. We offer fair and transparent fees. We focus on delivering after-tax returns.

We take a research-driven, long-term approach, investing in U.S. Equities.

Skin in the Game
Fair and Transparent
After Tax Returns
Defender Capital

Board of Advisors

Dale Adams

Chief Executive Officer
Omnicom Group/DAS

Chip Andrews

Former Chairman & CEO
FMI Corporation

Melissa Boone

Managing partner

Rob Christopher

Retired, managing partner
Coudert Brothers

Lisa DeCarlo

Founder & CEO
Just Go

Mel Graham

Graham Enterprises

James Hance

Operating Executive

Rodney C. Pitts

Southern Elevator Group, Inc.

John Rice

Retired Vice Chairman
Archer Daniels Midland

Mark Linsz

Co-Founder, Senior Managing Partner
MyNext Season

Tim B. Sittema

Managing Partner
Crosland Southeast

Smedes York

Co-Owner, Director and Chairman of the Board
McDonald York Building Company

Christopher Tassy

Owner & Entrepreneur
Ella B. Candles

Robert G. Woodward

retired partner
King & Spalding

At Defender Capital, giving is a way of life and we hope to make a difference during our lifetime.

Defender Capital

when you are ready, we are here.