BIONIC CAPITAL
Firm details
- Headquarters
- ST PETERSBURG, Florida
- CRD number
- 150240
- Website
- www.bioniccapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.33%
- Individuals16.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bionic Capital is a privately owned limited liability company that provides discretionary portfolio management for individuals and small businesses on a percentage-of-assets fee model. Its client base is focused on individual and family relationships, and the firm favors liquid, publicly traded instruments as the primary building blocks of client portfolios. Equities and exchange-traded vehicles form the core of the investment program, supplemented by allocations to third-party alternative managers—specifically hedge funds and managed futures—for diversification and potential downside protection. The firm does not position itself as an ESG-driven allocator and operates under a compact, owner-led structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- US Government Bonds25%
- State & Local Bonds3%
Contacts
1 of 1DEAN ERICKSON
Owner, ManagerCRD 1146314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ST PETERSBURG, FL
PINELLAS
Location
ST PETERSBURG, FL
Headquartered in ST PETERSBURG, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 7901 4th St N
- Time zone
- ET (UTC-5)
- Office locations
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