BULLSEYE INVESTMENT GROUP
SEC RegisteredHome of the American Ingenuity Portfolio
About the firm
Bullseye Investment Group focuses on the people, companies and technologies driving the world forward. Its flagship American Ingenuity Portfolio curates 35-40 high-growth U.S. equities defined by compelling data and actionable catalysts. Bullseye Investment Group manages wealth for families globally on the Charles Schwab platform.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Discretionary equity portfolio management through the American Ingenuity Portfolio, investing in 35-40 publicly-traded U.S. equities across Energy, Health Care, Industrials, and Technology sectors, with proprietary research, upside targets, and downside alerts to manage risk/reward. Annual fee of 1% on the Charles Schwab platform.
Who they serve
Families globally with a minimum investment of $500k
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5 | $650k |
| High Net Worth Individuals | 84 | $55M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | 1.00% |
Data as of January 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BULLSEYE INVESTMENT GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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