Bullseye Investment Management, LLC logo

Bullseye Investment Management, LLC

Updated today

Client assets under management

$219,320,210

Clients

1,120

5% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

280

Very High

Average account size

$195,822

About

Bullseye Investment Management provides discretionary and non‑discretionary investment management to individuals, high‑net‑worth clients, corporations, retirement plans, and nonprofits, and it also manages held‑away retirement accounts. The firm additionally offers a strategic business consulting service that acts as an intermediary to facilitate agreements and recordkeeping for select bond issuers for a one‑time fixed fee.

Investment decisions are guided by a client Investment Policy Statement and use global macro, cyclical, and fundamental analysis, with ongoing monitoring and routine rebalancing. Portfolios typically employ mutual funds, equities, bonds, ETFs, publicly traded REITs, closed‑end funds, and UITs; the brochure notes the firm generally does not use non‑traded or private securities or insurance products.

The ADV shows a small advisory team (four representatives) overseeing roughly $226 million in discretionary assets and, per the firm information provided, 1,120 clients across eight offices — a client load per advisor that is high relative to many peers. The brochure also discloses that Bullseye does not list financial planning among its services, highlights its fixed‑fee intermediary role for bond transactions, and discloses a 2026 agreed order resolving a Kentucky registration lapse after which the firm reports having reestablished compliance.

Client services

Portfolio management

Expertise

Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Strategic Business Consulting Services are offered for a predetermined fixed fee (one-time)

Percentage

$1 - $50,000: 2.00% $50,001 - $100,000: 1.75% $100,001 - $250,000: 1.60% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001+: negotiated

Subscriptions

Technology fee of $4.00 per month per account

Other

Minimum fee: $150 per year minimum account fee Fee-only: Fees are charged; no commissions accepted

Main office location

Bullseye Investment Management, LLC

4100 Executive Park Drive, Suite 210

Cincinnciati OH 45241, United States

Number of offices

8

Most active in

Florida · Indiana · Kentucky · Ohio · Pennsylvania · Tennessee · Texas · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kevin M

Series 65

Cincinnciati, OH

Bullseye Investment Management, LLC

Kevin Mullendore is a financial advisor at Bullseye Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Bullseye since 2021. Outside of his advisory role, Mullendore works as a Ramsey Preferred Financial Coach, assisting individuals and couples with communication, money behavior, goal setting, budgeting, debt reduction, and retirement preparation. Bullseye Investment Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits. The firm uses global macro, cyclical, and fundamental analysis to implement portfolios through mutual funds, ETFs, equities, fixed income, and other liquid instruments tailored to each client’s Investment Policy Statement.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Robert S

Series 65

Cincinnciati, OH

Bullseye Investment Management, LLC

Robert Stone is a financial advisor at Bullseye Investment Management, LLC with six years of industry experience. He holds a Series 65 designation and has been with Bullseye since 2019. Prior to his advisory role, he worked for over two decades at Kentucky One Health. Outside of finance, he works part-time as a staff pharmacist for Costco. Bullseye Investment Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, corporations, business entities, retirement plans, and nonprofits. The firm employs global macro, cyclical, and fundamental analysis to implement portfolios tailored to each client’s Investment Policy Statement, using a range of liquid instruments and both long- and short-term strategies.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Timothy G

CFP®, Series 63

Cincinnciati, OH

Bullseye Investment Management, LLC

Timothy Guthrie is a CFP® professional with 19 years of experience currently serving at Bullseye Investment Management, LLC. He has also held roles at Delta Global Asset Management and Delta Equity Services Corporation for over 20 years. Bullseye Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, corporations, business entities, retirement plans, and nonprofits, managing approximately $192 million in client assets. The firm utilizes global macro, cyclical, and fundamental analysis to construct portfolios with mutual funds, ETFs, equities, and fixed income instruments, and offers a fixed-fee strategic business consulting service to support bond issuer transactions.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Cameron P

Series 63, Series 65

Cincinnciati, OH

Bullseye Investment Management, LLC

Cameron Parker is a financial advisor with Bullseye Investment Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at U.S. Bank, NA since 2005, serving as a relationship manager and municipal credit analyst in the government banking division. Parker also provides consulting services to high net worth individuals. Bullseye Investment Management offers discretionary and non-discretionary investment management to individuals, high-net-worth clients, corporations, business entities, retirement plans, and nonprofits. The firm employs a global macro, cyclical, and fundamental analysis approach, managing portfolios with a variety of liquid instruments aligned with client-specific Investment Policy Statements.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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