Bullseye Investment Management, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 145158
- Registered since
- May 7, 2021
- Website
- www.bullseyeinv.com
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals59.83%
- HNWI37.22%
- Pension & Profit Sharing Plans2.86%
- Charitable Organizations0.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bullseye Investment Management, LLC is a privately owned limited liability company that registered with the SEC in 2021. The firm positions itself as a fee-based portfolio manager serving individuals and families, as well as small business accounts. Its advisory mandate centers on direct portfolio management rather than operating as a capital allocator or pension consultant. Bullseye reports it is not an active ESG investor and is not flagged as a multi-state adviser; its stated fee model is a percentage of assets under management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities18%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Robert Stone
IARCRD 7169133
Timothy Guthrie
FounderCRD 1989045
Kevin Mullendore
Investment Advisor RepresentativeCRD 7457933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 191Active vs passive
$183M in ETFs
2%
$3.9M
51%
$180M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MRP SYNTHEQUITY ETF (SNTH) | $36.3M | 1,221,158 | 19.80% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 4100 Executive Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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