Bullseye Investment Management

What Bullseye Investment Management does

Bullseye Investment Management is a fee-only, fiduciary registered investment advisor headquartered in Cincinnati, Ohio, serving individuals, retirees, pre-retirees, and small business clients across Ohio, Kentucky, and West Virginia through twelve physical office locations. Founded in 2007 by Tim Guthrie (a CERTIFIED FINANCIAL PLANNER professional since 1995), the firm operates as an SEC-registered RIA with a stated AUM of approximately $90 million across roughly 400 client households as of November 2020. The firm offers a unified suite of wealth management services including Capital Growth Account Management, Growth and Income Account Management, Income Focused Account Management, Retirement and Financial Planning, 2nd Opinion Portfolio Reviews, and Institutional Wealth Management.

The firm's portfolio construction approach is built primarily on ETFs (average 0.4% fees versus 1% for comparable mutual funds) supplemented by mutual funds, individual stocks, bonds, and alternative investments, with proprietary overlays including hedged equity strategies to limit downside during drawdowns and an investment-grade mortgage allocation targeting 2-3x Treasury yields. All client accounts are custodied at TD Ameritrade Institutional, providing trading, research, and administration infrastructure. Performance disclosures cite 16.8% average client returns in Q1-Q3 2020 (versus 5.6% S&P 500) and a 12% five-year annualized return versus an 8.1% Morningstar Moderate Target Risk benchmark.

The business model is recurring management-fee revenue (subscription-style annual billing) with no commissions, no 12b-1 fees, and no product-based conflicts of interest, as detailed in the firm's Form ADV Part 2A. Go-to-market is primarily consultative: content marketing through the firm blog, earned media (e.g., Cincinnati Business Courier 2020), referrals, and direct online scheduling (Calendly) feed into in-person and virtual advisory consultations across the regional office network. Customer segments are horizontal across individual investors, retirees, and small businesses seeking 401(k)/IRA/SEP/SIMPLE plan management rather than concentrated in any single vertical.

Name

Bullseye Investment Management

Legal name

Bullseye Investment Management LLC

Website

https://bullseyeinv.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Bullseye Investment Management is a fee-only fiduciary RIA in Cincinnati providing wealth management, financial planning, and investment advisory services across Ohio, Kentucky, and West Virginia via 12 offices. The firm manages ETF-based portfolios for individuals, retirees, and small businesses.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Large-Cap Equity (Active) (FSAAAIAA), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Wealth management services
• Investment advisory
• Retirement planning
• Portfolio management
• Financial planning

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices12 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: Bullseye operates as a fee-only investment advisory firm. The firm charges management fees for investment management services rendered. Fees are detailed in the firm's Form ADV Part 2A. No sales commissions, 12b-1 fees, or product-based revenue conflicts.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Bullseye Investment Management is a fee-only, fiduciary registered investment advisor that provides personalized investment management, retirement and financial planning, portfolio reviews, and institutional wealth management. The firm builds diversified, risk-appropriate portfolios primarily using ETFs, mutual funds, stocks, bonds, and alternative investments, with all client accounts held in custody at TD Ameritrade Institutional. Services are delivered via direct advisory consultations across twelve office locations in Ohio, Kentucky, and West Virginia.

Product overview

Bullseye Investment Management is a fee-only, fiduciary investment advisory firm that offers a unified suite of wealth management services. The core offerings include Capital Growth Account Management, Growth and Income Account Management, Retirement and Financial Planning, 2nd Opinion Portfolio Reviews, Income Focused Account Management, and Institutional Wealth Management. The firm manages accounts across multiple account types (401K Rollovers, Traditional IRAs, Roth IRAs, SIMPLE IRAs, SEP IRAs, 401K plans, institutional accounts, and individual accounts) held in custody at TD Ameritrade Institutional. The company operates with a fiduciary standard, emphasizing risk-appropriate, cost-efficient portfolios built on hedged equity products and quality fixed income, with no sales charges or commissions.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Growth Account Management
• Growth and Income Account Management
• Retirement and Financial Planning
• 2nd Opinion Portfolio Reviews
• Income Focused Account Management
• Institutional Wealth Management

Quantifiable outcome

• 16.8% average gain for all client accounts through Q1-Q3 2020 (triple the 5.6% S&P 500 return)
• +3 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• TD Ameritrade InstitutionalOthersAll accounts managed by Bullseye Investment Management are held at TD Ameritrade Institutional. This custodial relationship provides clients with access to comprehensive investment research, trading capabilities, and account administration services.

Scale indicators6 records

Recent moves7 records

Expansion highlights4 records

Emerging players

• Facet Wealth: Facet Wealth is a digital-first, fee-only flat-fee RIA targeting mass-affluent and HNW clients nationwide — comparable fee-only fiduciary model, but operates virtually versus Bullseye's physical office model.

Direct peers

• Pure Financial Advisors: Pure Financial is a fee-only RIA providing retirement income planning, tax planning, and investment management to individuals and small businesses — similar fiduciary, fee-only delivery model and target clientele.
• Carson Group: Carson Group is a large multi-office fee-based RIA supporting financial advisors across the U.S. with coaching, technology, and back-office services — directly comparable in fee-based advisory model and advisor-led distribution, with greater scale.
• Creative Planning: Creative Planning is one of the largest independent, fee-only RIAs in the U.S., offering comprehensive wealth management, retirement, and financial planning services — directly comparable in business model and service mix to Bullseye, at meaningfully greater scale.
• Buckingham Strategic Wealth: Buckingham is a fee-only RIA focused on evidence-based portfolio management and financial planning, similar to Bullseye's evidence-driven, ETF-based fiduciary approach.
• Mariner Wealth Advisors: Mariner is a fee-only RIA with a national footprint of advisor offices serving individuals, families, and institutions. Comparable in providing fiduciary investment advisory and financial planning services to HNW clients.

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines is one of the largest RIAs in the U.S., combining independent investment advisory with workplace 401(k) advisory — broadly comparable as a fee-based advisory franchise serving individuals and employer plans.
• Wespath Benefits / Commonfund: Commonfund is an institutional OCIO and investment management firm serving endowments, foundations, and institutional clients — comparable in offering institutional wealth management services to Bullseye's institutional segment, though at vastly greater scale.
• Charles Schwab Wealth Advisory: Schwab Wealth Advisory offers fee-based discretionary portfolio management to Schwab clients via CFP-led planning — comparable in offering fiduciary managed-account services and uses the same TD Ameritrade Institutional / Schwab custodial rails as Bullseye.
• Vanguard Personal Advisor Services: Vanguard PAS is a low-cost, advice-led managed-account service from Vanguard targeting mass-affluent and HNW investors — comparable fee-based advisory approach with significantly greater scale and brand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/BullseyeInvestmentManagement
• LinkedInlinkedin.com/company/bullseye-investments

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bullseye Investment Management