A complete list of active advisors currently associated with Bullseye Investment Management, LLC

Warmer can help you find a great advisor at Bullseye Investment Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bullseye Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.