Bullseye Investment Group

RIASEC RegisteredEst. 2025
Total AUM
$55.6M
Discretionary
$55.6M
100% of AUM
Avg account
$625K
Accounts
89
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, US Government Bonds 1%, Public Funds/Mutual Funds 1%, Cash & Cash Equivalents 1%97%
  • Exchange Traded Equities97%
  • US Government Bonds1%
  • Public Funds/Mutual Funds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Adam Johnson

    Adam Johnson

    Chief Compliance OfficerCRD 2460767

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth