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BULLSEYE INVESTMENT MANAGEMENT, LLC
CRD 145158File 801-121159
APPROVED
Retail clients
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$226.0M
Below cohort median (national)
Discretionary AUM
$223.2M
Non-discretionary $2.8M
Clients
1,120
1,717 accounts
Employees
6
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, 5GCompensation
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.