# Defelice Capital Management

Defelice Capital Management is a Bank / Wealth / Trust based in Brentwood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Brentwood, United States
- **Region:** North America
- **Address:** Brentwood, TN, United States
- **Assets under management:** Undisclosed
- **Website:** defelicecapital.com
- **LinkedIn:** https://www.linkedin.com/company/defelice-corp

## Regulatory record

- **CRD number:** 120029
- **SEC file number:** 801-118317
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120029

## About

Defelice Capital Management is an SEC-registered investment adviser with $65 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment team.

## Questions

### Does Defelice Capital Management run pooled funds or only separate accounts?

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.

### What is Defelice Capital's approach to fixed income?

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.

### Is Defelice Capital Management affiliated with a larger financial institution?

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.

### Where does Defelice Capital Management draw its clients?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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