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Defiant Capital Group

Headquartered in WARRENDALE, PA

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Firm Information

Defiant Capital Group is an investment advisor registered with the SEC. They manage approximately $37.5 million in client assets. The firm offers financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. They work with high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles.

Defiant Capital Group

$37.52M

Assets Under Management

3

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

DEFIANT CAPITAL GROUP has a total of 1 branch locations across the country.
location

WARRENDALE, PA

Advisors at Defiant Capital Group

View All 2 Advisors
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Jonathan Dane

CFP®, CFA®, RA

WARRENDALE, PA

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Stuart Bert Strasner

CFA®, RA

WARRENDALE, PA

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Disclosures

There are no public disclosures for Defiant Capital Group.

Frequently Asked Questions (10)

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