Bullseye Investment Management, LLC

RIASEC Registered

Total AUM

$226M

Discretionary

$223M

99% of AUM

Avg account

$132K

Accounts

1,717

Employees

6

Advisory reps

4

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

FINTRX

Overview

Bullseye Investment Management, LLC is an independent, individual-owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is SEC-registered (registration year: 2021) and charges fees based on a percentage of assets under management. Its client mix centers on individual and family relationships rather than institutional or pension work. The firm does not present itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 191

Active vs passive

$183M in ETFs

Passive

2%

$3.9M

Active

51%

$180M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
MRP SYNTHEQUITY ETF (SNTH)				$36.3M	1,221,158	19.80%

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Primary office

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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