Bullseye Investment Management provides portfolio management for individuals and small businesses.
Bullseye Investment Management reports 1,120 clients. They include 1,065 individual clients and 55 high-net-worth individuals. Of its assets, 98.8% ($223M across 1,716 accounts) are managed with discretion; $2.75M across 1 account is not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 60% |
| High-net-worth individuals | 5% | 37% |
| Pension and profit-sharing plans | 0% | 3% |
| Charitable organizations | 0% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,065 | $135M | 59.8% | $127K |
| High-net-worth individuals | 55 | $84.1M | 37.2% | $1.53M |
| Pension and profit-sharing plans | Fewer than 5 | $6.47M | 2.9% | — |
| Charitable organizations | Fewer than 5 | $190K | 0.1% | — |
| Total | 1,120 | $226M | 100% | — |
- Clients
- 1,065
- Regulatory AUM
- $135M
- AUM share
- 59.8%
- Avg. per client
- $127K
- Clients
- 55
- Regulatory AUM
- $84.1M
- AUM share
- 37.2%
- Avg. per client
- $1.53M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.47M
- AUM share
- 2.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $190K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 1,120
- Regulatory AUM
- $226M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
Bullseye Investment Management charges 0.90%–2.00% a year for its Investment supervisory services fees. The fee is billed in advance, is negotiable and has a $150 annual minimum.
Fee details and sources
Timothy Guthrie owns 75% or more of Bullseye Investment Management. The leadership team of Bullseye Investment Management includes President Timothy Guthrie. It has 6 employees, 4 of them in advisory roles.
Leadership
Timothy GuthriePresident/Chief Compliance Officer- Robert StoneShareholder/Investment Adviser Representative
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Bullseye Investment Management, LLC
Timothy Guthrie
Control person · since September 2007
- Owns 5% to 10% of Bullseye Investment Management, LLC
Robert Stone
since August 2021
Bullseye Investment Management’s regulatory assets grew 2.1× from $108M (June 2021) to $226M (March 2026); clients rose from 704 to 1,120 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $226M | 1,120 | 6 | 8 |
| April 2025 | $192M | 1,302 | 6 | 8 |
| March 2024 | $182M | 1,328 | 8 | 10 |
| April 2023 | $166M | 1,314 | 12 | 12 |
| July 2022 | $152M | 986 | 10 | 13 |
| June 2021 | $108M | 704 | 4 | 7 |
Besides its headquarters, Bullseye Investment Management has 7 offices, with 8 listed addresses in Kentucky, Ohio and West Virginia.
Kentucky · 3 listed addresses
- 7340 U.S. Hwy 42, Florence
- 9913 Shelbyville RD, Louisville
- 114 N. Fifth St, Bardstown
Ohio · 3 listed addresses
- 4100 Executive Park Drive, Suite 210, CincinnciatiHQ
- 93 West Franklin St., Centerville
- 2029 Riverside DR., Columbus
West Virginia · 2 listed addresses
- 101 Carriage Way, Hurricane
- 1400 6th Ave., Huntington
Contact and registration details
- Legal name
- Bullseye Investment Management, LLC
- Headquarters
- 4100 Executive Park Drive, Suite 210, Cincinnciati, OH 45241
- Website
- bullseyeinv.com
- Phone
- 513-774-3325
- SEC file
- 801-121159
- Structure
- Ohio LLC
- Fiscal year end
- December
Bullseye Investment Management uses Axos Clearing ($213M) as custodian for its separately managed accounts. Bullseye Investment Management does not have custody of client assets.
- Axos ClearingAxos Clearing LLC · Omaha, NE · $213M100%
At year end, Bullseye Investment Management’s separately managed accounts were mostly in funds (80%) and stocks (18%).
What the accounts hold
- Stocks18%
- Funds80%
- Cash2%
How many clients does Bullseye Investment Management have?
Bullseye Investment Management has 1,120 clients and manages $226 million for them, as of March 2026. They include 1,065 individual clients and 55 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Bullseye Investment Management offer?
Bullseye Investment Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bullseye Investment Management charge?
Bullseye Investment Management charges 0.90%–2.00% a year for its Investment supervisory services fees. The fee is billed in advance, is negotiable and has a $150 annual minimum.
Source: BIM ADV 2A, filed 30 March 2026
Which custodians does Bullseye Investment Management use?
Bullseye Investment Management’s separately managed account assets are held at Axos Clearing LLC (Omaha, NE), with $213M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Bullseye Investment Management have?
Bullseye Investment Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bullseye Investment Management invest in?
At the end of its last fiscal year, Bullseye Investment Management’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bullseye Investment Management?
Bullseye Investment Management’s direct owners are Timothy Guthrie (75% or more) and Robert Stone (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Bullseye Investment Management get paid?
Bullseye Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bullseye Investment Management?
Bullseye Investment Management’s main office is at 4100 Executive Park Drive, Suite 210, Cincinnciati, OH 45241. Its phone number is 513-774-3325. Its website is bullseyeinv.com.