Stuart Strasner
Defiant Capital Group · Warrendale, Pennsylvania
Stuart Strasner is a fee-only financial advisor at Defiant Capital Group in Warrendale, Pennsylvania, who holds the CFA credential. Stuart focuses on estate & legacy planning, tax planning and founders (pre-exit). Defiant Capital Group reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
- High earners
Facts
| Firm | Defiant Capital Group |
|---|---|
| Based in | Warrendale, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $49.8M across 127 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 1649488 |
| Exams passed | Series 63 (1985) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.defiantcg.com |
| Profile |
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Questions about Stuart
Is Stuart Strasner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stuart holds no broker registration, and Defiant Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stuart charge for financial advice?
Stuart's firm, Defiant Capital Group, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Does Stuart work with clients virtually?
Yes. Defiant Capital Group says on its website that it works with clients remotely.
Where is Stuart Strasner based?
Stuart Strasner is based in Warrendale, Pennsylvania.
What does Stuart specialize in?
Stuart's specialties include estate & legacy planning, tax planning, founders (pre-exit), small business owners and family wealth transfer. Stuart works with founders, multi-generational families and high earners.
What credentials does Stuart Strasner hold?
Stuart Strasner holds the CFA credential.
Is Stuart Strasner registered with the SEC?
Yes. Stuart Strasner is registered as an investment adviser representative in PA (CRD 1649488), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Defiant Capital Group manage?
Defiant Capital Group reports $49.8M across 127 accounts in assets under management.
How do I contact Stuart Strasner?
Through Stuart's website, www.defiantcg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Defiant Capital Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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