John Dean Stamas

Defender Capital

33 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Defender Capital

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

201 clients

Average Client Portfolio

$2.2M average

Assets Under Management

$442.0M

Fee Structure

Minimum Investment:$2M

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

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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.