Bullseye Investment Management, Llc
- Regulatory AUM
- $226M
- Discretionary
- $223M
- Clients
- 1,120
- Avg AUM / client
- $202K
- Accounts
- 1,717
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,065 | $135M | 59.8% |
| High net worth individuals | 55 | $84.1M | 37.2% |
| Pension and profit sharing plans | 0 | $6.5M | 2.86% |
| Charitable organizations | 0 | $190K | 0.08% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Ray Guthrie | President/Chief Compliance Officer | CFP | Sep 2007 (19y) | 75% or more |
| Robert Wilford Stone | Shareholder/Investment Adviser Representative | Aug 2019 (7y) | 5% – 10% | |
| Kevin Scott Mullendore | Registered representative | Oct 2021 (5y) | ||
| Cameron Michael Parker | Registered representative | Oct 2022 (4y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Axos Clearing $213M (94% of AUM) Mar 2026
- Charles Schwab & Co. $180M (99% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗