{"url":"https://nivawealth.com/firms/bullseye-investment-management-145158","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/145158","regulatoryAum":225976485,"crd":"145158","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1989045","suffix":null,"lastName":"GUTHRIE","firstName":"TIMOTHY","middleName":"RAY"},{"crd":"7457933","suffix":null,"lastName":"Mullendore","firstName":"Kevin","middleName":"Scott"},{"crd":"4419296","suffix":"MR","lastName":"PARKER","firstName":"CAMERON","middleName":"MICHAEL"},{"crd":"7169133","suffix":null,"lastName":"stone","firstName":"robert","middleName":"wilford"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-07","regulatoryAum":108462673,"clients":704,"employees":4,"offices":7},{"filedOn":"2022-07-12","regulatoryAum":152349229,"clients":986,"employees":10,"offices":13},{"filedOn":"2023-04-25","regulatoryAum":166277829,"clients":1314,"employees":12,"offices":12},{"filedOn":"2024-03-20","regulatoryAum":181905480,"clients":1328,"employees":8,"offices":10},{"filedOn":"2025-04-30","regulatoryAum":191849624,"clients":1302,"employees":6,"offices":8},{"filedOn":"2026-03-30","regulatoryAum":225976485,"clients":1120,"employees":6,"offices":8}],"secFileNumber":"801-121159","legalName":"Bullseye Investment Management, LLC","displayName":"Bullseye Investment Management","slug":"bullseye-investment-management-145158","website":"https://bullseyeinv.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/145158/f27ad5eea87660fd-r1.webp","tone":"light","width":640,"height":200,"sourceUrl":"https://www.bullseyeinv.com/","sourceLabel":"Bullseye Investment Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4100 Executive Park Drive, Suite 210","city":"Cincinnciati","state":"OH","stateName":"Ohio","country":"United States","postalCode":"45241"},"tradeNames":[],"registration":{"secApproved":"7 May 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":195821.61607142858,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":225976485,"discretionary":223226485,"discretionaryAccounts":1716,"nonDiscretionary":2750000,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1065,"regulatoryAum":135206227},{"label":"High-net-worth individuals","clients":55,"regulatoryAum":84113983},{"label":"Pension and profit-sharing plans","clients":0,"fewerThan5":true,"regulatoryAum":6466160},{"label":"Charitable organizations","clients":0,"fewerThan5":true,"regulatoryAum":190115}],"feePrograms":[{"role":"main","program":"Investment supervisory services fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033215","versionId":1033215,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-30","documentName":"BIM ADV 2A","fee_rate_low":0.9,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":150}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:38:23.863555+00:00","documents":[{"name":"BIM ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033215","versionId":1033215,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Axos Clearing LLC","shortName":"Axos Clearing","location":"Omaha, NE","smaAssets":213000000}],"custodyNote":"Bullseye Investment Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Timothy Guthrie","title":"President/Chief Compliance Officer","crd":"1989045"},{"name":"Robert Stone","title":"Shareholder/Investment Adviser Representative","crd":"7169133"}],"ownership":[{"label":"Timothy Guthrie","detail":"President/chief compliance officer in the 75% or more ownership band and a control person, since September 2007."},{"label":"Robert Stone","detail":"Shareholder/investment adviser representative in the 5% to 10% ownership band, since August 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":7,"privateResidences":0},"listedOfficeAddresses":8,"foreignOffices":[],"officesByState":[{"state":"Kentucky","offices":3,"addresses":[{"street":"7340 U.S. Hwy 42","city":"Florence"},{"street":"9913 Shelbyville RD","city":"Louisville"},{"street":"114 N. Fifth St","city":"Bardstown"}]},{"state":"Ohio","offices":3,"addresses":[{"street":"4100 Executive Park Drive, Suite 210","city":"Cincinnciati","headquarters":true},{"street":"93 West Franklin St.","city":"Centerville"},{"street":"2029 Riverside DR.","city":"Columbus"}]},{"state":"West Virginia","offices":2,"addresses":[{"street":"101 Carriage Way","city":"Hurricane"},{"street":"1400 6th Ave.","city":"Huntington"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"513-774-3325","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":18},{"label":"Securities issued by registered investment companies or business development companies","percent":80},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/145158/PDF/145158.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033215","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bullseye Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bullseye Investment Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bullseye Investment Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bullseye Investment Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bullseye Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bullseye Investment Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bullseye Investment Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bullseye Investment Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bullseye Investment Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}