B
$55.6M Total AUM
$55.6M Disc. AUM
-- 3Y CAGR
1 Employees
89 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-20-2024
- Office Locations
- 1
Office Locations
-- NEW York NY
About Bullseye Investment Group
Bullseye Investment Group manages the American Ingenuity Portfolio, a data-driven, actively managed 35-40 stock U.S. equity strategy focused on high-growth companies with identifiable catalysts across Energy, Health Care, Industrials, and Technology. Serves families globally on the Charles Schwab platform (min $500k; 1% fee). Founder Adam Johnson also publishes the weekly Bullseye Brief and appears on FOX Business.
Team overview
57 AVG AGE
$55.6M AVG AUM / ADVISOR
$625.3K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
ADAM NELS JOHNSON
Associate, Chief Compliance Officer, Managing Member
- CRD
- #2460767
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,650,000 | $625,281 |
| Non-Discretionary | $0 | -- |
| Total | $55,650,000 | $625,281 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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