Bullseye Investment Management, LLC
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Overview
Bullseye Investment Management, LLC operates as an advisory firm based in Cincinnati, Ohio. The firm manages $166.3 million in assets under management over 2,152 client accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). The company has a small team, including 8 financial advisors. Bullseye Investment Management, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as options, bonds and stocks.
Bullseye Investment Management, LLC administers most of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell judgments for the client's account without requiring the client's authorization. It also manages one non-discretionary accounts with a total of $2.5 million in assets under management. Bullseye Investment Management, LLC's average account size is $77,267. The average financial advisor at Bullseye Investment Management, LLC oversees about 269 client accounts.
The firm's headquarters is located at 4100 Executive Park Drive, Cincinnati, Ohio 45241. The company is legally registered to serve clients across a number of states, including Florida, Indiana, Kentucky, Ohio, Pennsylvania, Tennessee, Texas, Virginia and West Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bullseye Investment Management, LLC by the Numbers
$166.3 million
13
2,152
$77.3 thousand
Fee Structure
A financial advisor's fees typically depend on which services are offered. Fees charged by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Bullseye Investment Management, LLC caters to retail investors and high net worth investors. Out of its 2,152 accounts, Bullseye Investment Management, LLC's biggest client by number of accounts is retail investors, though it also caters to 39 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 2.97%
- Other Individuals - 97.03%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bullseye Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bullseye Investment Management, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Canton, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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