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.
Defender Capital
Board of Advisors
Dale Adams
Chief Executive Officer
Omnicom Group/DAS
Chip Andrews
Former Chairman & CEO
FMI Corporation
Melissa Boone
Managing partner
CohnReznick
Rob Christopher
Retired, managing partner
Coudert Brothers
Lisa DeCarlo
Founder & CEO
Just Go
Mel Graham
President
Graham Enterprises
James Hance
Operating Executive
Carlyle
Rodney C. Pitts
chairman
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.
