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John Stamas

Defender Capital
34 Years of Experience
Charlotte, NC
1 Disclosure
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John Stamas is a registered investment advisor at Defender Capital, based in Charlotte, NC, with 34 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 187 clients with $510M in assets under management.

Defender Capital
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
187 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$510.0M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Investment advisory fees range from 2.00% to 0.50% per annum depending on the type and complexity of the strategy and account size. Fees are negotiable and may be reduced or waived for firm employees, family members, or cash-only accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1310 South Tryon Street, Suite 101, Charlotte, NC, 28203

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History

Regulatory History (1)
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Regulatory
August 2006
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is a manager at DJS Investments, LLC, a real estate company, since 2007, and a general partner at Defender Capital Partners LLC, an investment fund, since 2013. He spends about 10-20% of his time on each activity, providing management oversight and overall management responsibility, respectively.

Employment History
Current Registrations
Defender Capital
February 2012 - Present · 14 yrs 8 mos
Previous Registrations
LPL Financial LLC
January 2010 - February 2012 · 2 yrs 1 mo
LPL Financial LLCBroker
June 2007 - February 2012 · 4 yrs 8 mos
Moors & Cabot Financial Advisors, LLCBroker
July 2005 - June 2007 · 1 yr 11 mos
Moors & Cabot, INC.Broker
July 2001 - August 2006 · 5 yrs 1 mo
Weatherly Securities CorporationBroker
January 1996 - August 2001 · 5 yrs 7 mos
Oppenheimer & CO., INC.Broker
June 1992 - December 1995 · 3 yrs 6 mos
State Registrations2 states
NCTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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