CINCINNCIATI, OHCRD 145158Latest ADV March 30, 2026
Bullseye Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnciati, OH. Its latest Form ADV filing, dated March 30, 2026, reports $226M in regulatory assets under management, 6 employees, 7 offices, and 1,717 accounts.
Assets Under Management
$226M
Employees
6
Offices
7 offices
Total Clients
1,120
Primary office
CINCINNCIATI, OH
4100 EXECUTIVE PARK DRIVE, SUITE 210, CINCINNCIATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.1% of total clients.
Top client categories% of clientsClients
1
Individuals
95.1%
1,065
2
HNWI
4.9%
55
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226Mas of March 30, 2026
Discretionary98.8%
$223M
99% of total RAUM98.8%
Non-discretionary1.2%
$3M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$226M
Total Accounts1,717
10Y AUM Change+$118M (+108.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee187:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.