Defiant Capital Group

Defiant Capital Group is a state‑registered investment adviser founded in 2019 that serves high‑net‑worth individuals, families, family office structures, foundations and other institutions, and also accepts a small number of other investment adviser clients. The firm offers tailored portfolio management, investment consulting, project‑based financial planning and advisory services to private pooled investment vehicles.

The firm typically implements client strategies through an open‑architecture platform that emphasizes allocations to third‑party portfolio managers and underlying external funds, while also using selective individual security exposure and both passive and active strategies. Its investment process uses formal manager due diligence and portfolio construction techniques grounded in Modern/Post‑Modern Portfolio Theory and Value at Risk, with thematic security selection and ongoing monitoring of external managers.

Distinctive for a two‑advisor firm with roughly $50 million in assets under management, Defiant sponsors and sub‑advises private pooled vehicles and utilizes performance‑based compensation and side‑by‑side management arrangements that are relatively uncommon among peers. The firm also provides bespoke, high‑touch consulting and project planning engagements and documents policies intended to address conflicts that can arise when recommending affiliated funds or allocating limited investment opportunities.