CRD: 145158
Bullseye Investment Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Ridge vitalPathway frontier +more
- Established Date
- 11-01-2007
- Office Locations
- 2
Office Locations
About Bullseye Investment Management, LLC
Bullseye Investment Management is a fiduciary RIA serving retail investors, including retirees and business owners, with personalized portfolio management and planning. The team builds risk- and time-horizon-aligned strategies seeking growth in major global trends (e.g., aging populations and technology) using cost-efficient, modern, predominantly ETF-based portfolios and avoiding products with sales charges or commissions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY RAY GUTHRIE
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #1989045
- Ownership
- 75% or more
robert wilford stone
Investment Adviser Representative
- CRD
- #7169133
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
Unlock allContacts
Kevin Scott Mullendore
Investment Advisor Representative
- CRD
- #7457933
CAMERON MICHAEL PARKER MR
--
- CRD
- #4419296
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,226,485 | $130,085 |
| Non-Discretionary | $2,750,000 | $2,750,000 |
| Total | $225,976,485 | $131,611 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $225,976,485
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,967,469,106 | 38.4% |
| Equity - Exchange | $1,190,078,756 | 15.4% |
| Cash | $3,570,236,268 | 46.2% |
| Total | $7,727,784,130 | 100.0% |
13F Holdings | Q3 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL PEAK | VALUE SIGNAL | WMYBAS77R | QBK | 8.59% | $24,798,431 |
| RIDGE VERTEX WAVE | RIDGE HORIZON | 8BTYSAG2R | LCC | 5.32% | $49,873,401 |
| TIMBER FOUNDATION MERIDIAN | EAGLE ZENITH | 8KAEXDATF | FBOZN | 12.37% | $4,067,617 |
| EMBER DELTA MATRIX | FRONTIER CREST | A6R25C04X | RLD | 1.62% | $86,244,504 |
| OPTIMA EMBER OPTIMA | MATRIX BRIDGE | Y3JB7WR3U | DLDVH | 8.51% | $103,861,511 |
| VALUE FUSION ELEMENT | FUSION OPTIMA | VBX96ETIS | VXY | 4.02% | $99,425,288 |
| MERIDIAN FUSION | FOUNDATION NORTH | JQUFMBFQ0 | BREG | 11.75% | $10,009,230 |
| MERIDIAN SUMMIT | CREST EAGLE | 45VMFVCK6 | UGJP | 3.88% | $115,519,252 |