Bullseye Investment Group
Firm details
- Headquarters
- ,
- CRD number
- 333284
- Registered since
- August 12, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.83%
- Individuals1.17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bullseye Investment Group LLC is a small, SEC-registered advisory firm that provides discretionary portfolio management primarily for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and manages client portfolios with a clear tilt toward publicly traded equities. Bullseye emphasizes direct equity exposure through exchange-traded vehicles and uses separate managed accounts to tailor equity allocations to individual client goals. It does not position itself as an active ESG investor and is not organized as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- US Government Bonds1%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Adam Johnson
Chief Compliance OfficerCRD 2460767
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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