AUMdb

Bios Research, Llc

State-registered Investment Adviser CRD 163720 · Fort Worth, TX · WWW.BIOSRES.COM
☆ Save with Pro ADV data as of Mar 15, 2026
Regulatory AUM
Discretionary
Clients
42
Avg AUM / client
Accounts
Employees
5

Who they serve

Client typeClientsAUM% of AUM
Other investment advisers 40 $0
Corporations and other businesses 2 $0

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Aaron Glenn Louis Fletcher Registered representative Jun 2012 (14y)
Robert Neil Chaiklin Registered representative Apr 2015 (11y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/15/2026 1.29 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.

How they charge

  • Subscription fees

Services

  • Publication of periodicals or newsletters

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 15, 2026.

View current Form ADV (SEC/IAPD) ↗