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John Dean Stamas

DEFENDER CAPITAL LLC·CHARLOTTE, North Carolina
Clean recordDEFENDER CAPITAL LLC
1310 SOUTH TRYON STREET, CHARLOTTE, NC 28203CRD# 2220622Firm CRD# 159607

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Dean Stamas · CHARLOTTE, NC
Registration
CRD #2220622 · DEFENDER CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Dean Stamas is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with DEFENDER CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DEFENDER CAPITAL LLC
DEFENDER CAPITAL
AUM
$414M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at DEFENDER CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2220622
Firm CRD# 159607
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Dean Stamas offer?
John Dean Stamas specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are John Dean Stamas's credentials?
John Dean Stamas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Dean Stamas located?
John Dean Stamas is based in CHARLOTTE, North Carolina, working with DEFENDER CAPITAL LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does John Dean Stamas charge for services?
John Dean Stamas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEFENDER CAPITAL LLC?
DEFENDER CAPITAL LLC has approximately 7 employees and manages $414M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DEFENDER CAPITAL LLC

Don Gus Stamas
CHARLOTTE, NC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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