BIONIC CAPITAL

RIASEC Registered
Total AUM
$36M
Discretionary
$36M
100% of AUM
Avg account
$783K
Accounts
46
Employees
1
Advisory reps
1

Firm details

Headquarters
ST PETERSBURG, Florida
CRD number
150240
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI83.33%
  • Individuals16.67%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 72%, US Government Bonds 25%, State & Local Bonds 3%72%
  • Exchange Traded Equities72%
  • US Government Bonds25%
  • State & Local Bonds3%

Contacts

1 of 1
  • DEAN ERICKSON

    Owner, ManagerCRD 1146314

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth