Defelice Capital Management

Gabriel Defelice, the firm's founder, serves as the primary decision-maker and portfolio manager. He sets the macro posture, selects individual securities, and directs tactical shifts across client accounts. Public filings with the SEC list him as the firm's chief compliance officer and sole investment adviser representative.

The firm manages separate accounts exclusively. Each client portfolio is built and maintained individually, which allows for customized tax-loss harvesting, concentrated position management, and liquidity scheduling that a pooled vehicle cannot deliver. This structure is standard for wealth-management RIAs serving taxable private clients.

The firm favors investment-grade corporates and US Treasuries within its fixed-income allocations and has not signaled an appetite for high-yield or distressed credit. Its bond selection integrates with the macro outlook that drives the equity book, with duration managed actively rather than held passively in a total-bond-market fund.

No. The firm operates independently. Gabriel Defelice owns the advisory practice, which means it is not captive to a bank, broker-dealer, or insurance platform. This eliminates the proprietary-product mandates and revenue-sharing arrangements that influence security selection at many wealth-management practices.

The firm's client base is concentrated in the greater Nashville, Tennessee area, with Brentwood serving as its sole office location. The region's economy produces a steady supply of business owners, healthcare executives, and real estate investors who require active portfolio management rather than algorithmic allocation.