SourcingSourcing

BULLSEYE INVESTMENT MANAGEMENT, LLC

C46
CRD 145158·SEC 801-121159·CINCINNCIATI, OH
AUM
$226.0M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$678K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BULLSEYE INVESTMENT MANAGEMENT, LLC
CRD
145158
SEC file #
801-121159
EIN
260842830
DBA names
—

Economics

AUM
$226.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$152.3M → $226.0M▲ +48%
Client mix
Individuals Other1,065
Individuals High Net Worth55

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
5 advisors → 4 advisors▼ -20%
Primary office
CINCINNCIATI OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
facebook.com/bullseyeinvestmentmangement(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GUTHRIE, TIMOTHY, RAY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GUTHRIE, TIMOTHY, RAY
stone, robert, wilford
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:bullseye.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001912451
Edgar Registered
Yes
Edgar Filing Count
17
Edgar First Filing Date
2022-02-23
Edgar Last Filing Date
2026-02-02
Edgar 13f Count
16
Edgar 13f Latest AUM Estimate
Filing Date2026-02-02
Accession0001376474-26-000083

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3292
Soi Zip Pct 200k Plus
0.1228
Soi Zip Returns 200k Plus
1,570
Soi Zip Total AGI
1,430,466
Fdic Zip Total Deposits
18,729,560,000
Fdic Zip Branch Count
430
Fdic Zip Top Banks
PNC Bank, National Association
Fifth Third Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Axos Advisor Services2
Edgar Addresses
Mailing
4100 EXECUTIVE PARK DRIVE, SUITE 210CINCINNATI, OH 45241
Business
4100 EXECUTIVE PARK DRIVE, SUITE 210CINCINNATI, OH 45241
Edgar EIN
260842830
Edgar Recent Filings
13F-HR2026-02-02 · 0001376474-26-000083
13F-HR2025-08-06 · 0001376474-25-000705
Fdic Zip Branches Raw
The Franklin Savings and Loan CompanyCincinnati, OH
People's Savings AssociationSharonville, OH
Fdic Zip HHI
1432.11
Fdic Zip Top Bank Share Pct
27.8
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI33,429
Returns2,900
Stub 2
AGI92,273
Returns2,470
Stub 3
AGI116,032
Returns1,890
Soi Zip Total Business Income
44,645
Soi Zip Total Cap Gains
84,327
Soi Zip Total Dividends
64,800
Soi Zip Total Returns
12,790
Top Owner CRD
1989045
Trust Company Affiliate
No

People (4)

4
GUTHRIE, TIMOTHY, RAY
IAR · Direct Owner · 87.5%
1989045
stone, robert, wilford
IAR · Direct Owner · 7.5%
7169133
Kevin Scott Mullendore
IAR
7457933
CAMERON MICHAEL PARKER
IAR
4419296