BULLSEYE INVESTMENT MANAGEMENT, LLC
Latest filing: Apr 30, 2025 (160 days ago)
AUM
$191,849,624
5% change vs. 1 year ago
26% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
6
-25% change vs. 1 year ago
20% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
CINCINNCIATI, OH
4100 EXECUTIVE PARK DRIVE, CINCINNCIATI, OH, UNITED STATES, 45241
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,221 | $0.1 |
| Average Individual AUM | $97,220 | |
| HNW | 81 | $0.1 |
| Average HNW AUM | $903,020 | |
| Retail Total | 1,302 | $0.2 |
| Average Retail AUM | $147,350 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 93% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 5% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY GUTHRIE | CINCINNCIATI | OH | S63|1989-11-07 | CERTIFIED FINANCIAL PLANNER | |||||
| CAMERON PARKER | CINCINNCIATI | OH | S63|2001-10-23|S65|2022-09-19 | ||||||
| KEVIN MULLENDORE | CINCINNCIATI | OH | S65|2021-10-19 | ||||||
| GREGORY SPICKARD | CINCINNCIATI | OH | S65|2019-03-04 | ||||||
| ROBERT STONE | CINCINNCIATI | OH | S65|2019-08-19 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.2 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 5% | 8 | -2 | -25% |
| 2023-04-04 | $0.2 | $0.0 | 15% | 13 | -7 | -54% |
| 2022-04-01 | $0.2 | $0.0 | 26% | 5 | 1 | 20% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| OH, FL-05/07/2021, IN-08/05/2021, KY-05/14/2021, OH-05/07/2021, PA-10/11/2022, TN-03/13/2023, TX-11/17/2022, VA-09/23/2022, WV-05/07/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV