# Bullseye Investment Group

> Bullseye Investment Group is an SEC-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 333284
- Filed as: BULLSEYE INVESTMENT GROUP
- Legal name: Bullseye IG LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333284
- AdvisorCensus page: https://advisorcensus.com/firm/bullseye-investment-group-333284

## Quick answers

**How is Bullseye Investment Group compensated?**
On its Form ADV (Item 5.E, October 2026), Bullseye Investment Group reports these compensation arrangements: a percentage of assets under its management.

**How much does Bullseye Investment Group charge?**
Its Form ADV Part 2A brochure dated January 27, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Bullseye Investment Group registered with the SEC or a state?**
Bullseye Investment Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333284.

**How much does Bullseye Investment Group manage?**
Bullseye Investment Group reports $55,650,000 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**What types of clients does Bullseye Investment Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (84); individuals (other than high net worth individuals) (5).

**Which custodians does Bullseye Investment Group use?**
Bullseye Investment Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bullseye Investment Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333284

**Does Bullseye Investment Group state an account minimum?**
Its Form ADV Part 2A brochure dated January 27, 2026 says: "There is no account minimum for any of Bullseye IG LLC’s services."

**What changed in Bullseye Investment Group's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $27,000,000 to $55,650,000 (+106%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 27, 2026)

- Asset-based fee: 1% of assets a year

> Total Assets Under Management Annual Fees All Assets 1.00%

> These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.

- Account minimum: None

> There is no account minimum for any of Bullseye IG LLC’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $55,650,000
- Discretionary: $55,650,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $650,000 |
| High net worth individuals | 84 | $55,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IL, KS, MI, MS, NE, NH, NJ, NY, PA, TX, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bullseyeig.com

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $27,000,000 to $55,650,000 (+106%).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bullseye Investment Group (CRD 333284): Form ADV filing data as of October 2026.
