BULLSEYE INVESTMENT MANAGEMENT, LLC

CRD 145158File 801-121159

APPROVED

Retail clients

Disclosure events

Filing as of Mar 30, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$226.0M

Below cohort median (national)

Discretionary AUM

$223.2M

Non-discretionary $2.8M

Clients

1,120

1,717 accounts

Employees

Below cohort median in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 7, 2021
Principal office: 4100 EXECUTIVE PARK DRIVE, SUITE 210, CINCINNCIATI, OH, 45241
Phone: 513-774-3325
Website: HTTP://WWW.BULLSEYEINV.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $226.0M
Discretionary AUM: $223.2M
Non-discretionary AUM: $2.8M
Discretionary accounts: 1,716
Non-discretionary accounts: 1
Total accounts: 1,717
AUM per client: $202K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$190K
High net worth individuals	55	$84.1M
Pension and profit sharing plans	Fewer than 5	$6.5M
Individuals (other than high net worth individuals)	1,065	$135.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D2

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Disclosures	No	Yes
Apr 1, 2026	Clients	1,302	1,120	decreased by182
Apr 1, 2026	AUM	$191,849,624	$225,976,485	increased by$34,126,861
Apr 1, 2026	Accounts	1,561	1,717	increased by156
May 1, 2025 vs Oct 1, 2022	Employees	10	6	decreased by4
May 1, 2025 vs Oct 1, 2022	Custody	Yes	No
May 1, 2025 vs Oct 1, 2022	Clients	986	1,302	increased by316
May 1, 2025 vs Oct 1, 2022	AUM	$152,349,229	$191,849,624	increased by$39,500,395
May 1, 2025 vs Oct 1, 2022	Accounts	1,515	1,561	increased by46
Aug 1, 2022	Employees	5	10	increased by5
Aug 1, 2022	Custody	No	Yes
Mar 1, 2022	Clients	704	986	increased by282
Mar 1, 2022	AUM	$108,462,673	$152,349,229	increased by$43,886,556
Mar 1, 2022	Accounts	1,096	1,515	increased by419
Nov 1, 2021	Employees	4	5	increased by1

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BULLSEYE INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BULLSEYE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.