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Defined Capital
Defined is an SEC-registered investment adviser in Beaverton, OR, registered since 2020. The firm manages $254 million in assets, $253 million on a...
Defined Capital
Defined is an SEC-registered investment adviser in Beaverton, OR, registered since 2020. The firm manages $254 million in assets, $253 million on a discretionary basis. It has 4 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Year founded
2020
Location
Region
North America
Country
Canada
City
Oak Brook
Corporate office
Vancouver, Canada
Additional offices
Brooklyn, NY, United States · Montreal, Canada
Principals
Dustin Javier
Independent CERTIFIED FINANCIAL PLANNER™
Sector focus
Frequently asked questions
What standard of care does Defined Capital operate under?
Defined Capital states that it operates as a fiduciary. In practice, this means the firm and its principal, Dustin Javier, are legally obligated to place client interests ahead of their own when making recommendations. The firm underscores this by noting on its site that advisors can be "personally liable" for bad advice, a risk not carried by brokers operating under a suitability standard. The firm's independence from banks and insurance companies is cited as further evidence of this commitment.
Does Defined Capital manage private-market investments or alternative assets?
No. The firm's public materials describe a practice focused entirely on personal financial planning, retirement income modeling, and inflation-preparedness strategies. There is no mention of direct private equity, venture capital, real estate funds, or hedge fund allocations. Its tools appear geared toward public-market securities, insurance products, and cash-flow planning for individuals on a fixed income.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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