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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-21-2009
- Office Locations
- 1
Office Locations
About Bionic Capital
Bionic Capital is an independent, tech-enabled RIA serving U.S. retail clients from St. Petersburg, FL, pairing algorithmic decision support with human financial planning. It offers tax-aware active ETF portfolios (using ETFs from firms like BlackRock and Vanguard), direct indexing with potential tax-loss harvesting, and protective fixed-income income strategies, plus internally managed multi-asset “Bionic” portfolios. Works on platforms including Schwab and Interactive Brokers.
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Owner & Executives
DEAN CHARLES ERICKSON
Analyst, Chief Compliance Officer, Chief Executive Officer
- CRD
- #1146314
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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