Legal Disclosures

How We Conduct Business

Company Legal Disclosures

On this page, you can view legal disclosures from Bionic Capital LLC (“Bionic Capital”), an investment advisor registered through the State of Florida.

The purpose of this website is for information only and should not be considered a solicitation. Please read the current Bionic Capital Brochure, also known as ADV PART 2, for more detailed information.

Investment Management

Discussion of Investing Risks: The value of an investment may go up or down. An investor may not receive the amount initially invested, and income, if any, may fluctuate. The value of an investment may be affected by a variety of factors. These factors may include economic and political developments, interest rates, and foreign exchange rates, as well as issuer-specific events. Past performance is not necessarily indicative of future returns.

Potential clients should primarily consider their personal investment constraints and objectives. among other things, before selecting Bionic Capital as an investment advisor. Many of Bionic Capital’s investment strategies are only appropriate for investors with long-term time horizons.

Contact Dean Erickson, CFA at 310-734-8500 for a discussion of risks.

Website

Unaffiliated Companies Disclosure

Bionic Capital is an independent company, registered in the State of Florida as an investment advisor. Bionic Capital is not affiliated with Morningstar, JP Morgan, Vanguard, Schwab, Interactive Brokers, Altruist, Foundation Source, American Endowment Foundation, Nationwide Advisory, or any of its third-party custodians and providers.

“Bionic” and “Options-enhanced” are federally registered trademarks owned by Bionic Capital. “Automated Investing. Personalized Advice.,” “Customized. Transparent. Evolved., “Don’t settle for a robo-advisor.” and “Do better. Go Bionic.” are trade or service marks claimed by Bionic Capital.

Bionic Capital makes no claim to trademarks owned by other companies.

More Legal Disclosures

  • Bionic Capital LLC, Morningstar Investment Services, Inc., JP Morgan, The Vanguard Group, Inc., Schwab, Interactive Brokers, Altruist, Foundation Source, American Endowment Foundation, and Nationwide Advisory are separate and unaffiliated companies and are not responsible for each other’s services or policies.
  • Morningstar Investment Services, Inc., JP Morgan, The Vanguard Group, Inc., Schwab, Interactive Brokers, Altruist, Foundation Source, American Endowment Foundation, and Nationwide Advisory do not endorse or recommend any advisor and the use of their names and/or logos do not represent the endorsement or recommendation of any advisor.
  • Brokerage services may be provided by Charles Schwab & Co., Inc., member FINRA/SIPC. Charles Schwab is a trademark owned by The Charles Schwab Corporation.
  • Brokerage services may be provided by Interactive Brokers LLC, member FINRA/SIPC. Interactive Brokers is a trademark owned by Interactive Brokers LLC.
  • Brokerage services may be provided by Altruist Financial LLC, member FINRA/SIPC. Altruist is a trademark owned by Altruist Financial LLC..
  • Brokerage services may be provided by other third-party providers as selected by Bionic Capital LLC.
  • Resource links are not intended to be recommendations of any individual company and are listed only for informational purposes. Use at your own risk.

Contact Us

dean@bioniccapital.com

(310) 734-8500

Investor Resources | Bionic Capital Wealth Management

Knowledge is power.

Disclaimer

Nothing on this site should be considered tax, legal, insurance, or investment advice. Decisions based on information on this website are the sole responsibility of the person viewing the site. You agree to hold Bionic Capital LLC, its officers, employees, and independent contractors, harmless against any and all claims, losses, liability, and expenses arising from its use.

Investing Risks

The value of an investment may go up or down. An investor may not receive the amount initially invested, and income, if any, may fluctuate. Past performance is not necessarily indicative of future returns. Potential clients should consider their investment objectives and constraints, among other things, before investing. Contact Dean Erickson, CFA at (310) 734-8500 for a discussion of risks.

Company Brochure

Click here to read our company’s 2024 Brochure to learn more about how we conduct our business. You can also learn more about us on the SEC website.

Schwab Login

Click here to go to your Schwab portal.

IMPORTANT NOTICE

You are now leaving the Bionic Capital LLC ("Bionic Capital") website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Bionic Capital or any advisor whose name appears on this website. Bionic Capital is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Bionic Capital under which Schwab provides Bionic Capital with services related to your account. Schwab does not review the Bionic Capital website, and makes no representation regarding information contained in the Bionic Capital website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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