Bullseye Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bullseye Investment Management provides discretionary and non‑discretionary investment management to individuals, high‑net‑worth clients, corporations, retirement plans, and nonprofits, and it also manages held‑away retirement accounts. The firm additionally offers a strategic business consulting service that acts as an intermediary to facilitate agreements and recordkeeping for select bond issuers for a one‑time fixed fee.
Investment decisions are guided by a client Investment Policy Statement and use global macro, cyclical, and fundamental analysis, with ongoing monitoring and routine rebalancing. Portfolios typically employ mutual funds, equities, bonds, ETFs, publicly traded REITs, closed‑end funds, and UITs; the brochure notes the firm generally does not use non‑traded or private securities or insurance products.
The ADV shows a small advisory team (four representatives) overseeing roughly $226 million in discretionary assets and, per the firm information provided, 1,120 clients across eight offices — a client load per advisor that is high relative to many peers. The brochure also discloses that Bullseye does not list financial planning among its services, highlights its fixed‑fee intermediary role for bond transactions, and discloses a 2026 agreed order resolving a Kentucky registration lapse after which the firm reports having reestablished compliance.
Client services
Expertise
Occupation focus
Fee options
Strategic Business Consulting Services are offered for a predetermined fixed fee (one-time)
$1 - $50,000: 2.00% $50,001 - $100,000: 1.75% $100,001 - $250,000: 1.60% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001+: negotiated
Technology fee of $4.00 per month per account
Minimum fee: $150 per year minimum account fee Fee-only: Fees are charged; no commissions accepted
Main office
4100 Executive Park Drive, Suite 210
Cincinnciati OH 45241
Advisors at this office
4
Most active in
Florida · Indiana · Kentucky · Ohio · Pennsylvania · Tennessee · Texas · Virginia · West Virginia
Also doing business as
Bullseye Investment Management · Bullseye Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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