{
  "crd_number": 148531,
  "slug": "bolthouse-investment-management-services-bakersfield-ca-148531",
  "primary_business_name": "BOLTHOUSE INVESTMENT MANAGEMENT SERVICES",
  "legal_name": "BOLTHOUSE INVESTMENTS, LLC",
  "dbas": [
    "BOLTHOUSE INVESTMENT MANAGEMENT SERVICES"
  ],
  "city": "Bakersfield",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "12540",
  "metro": {
    "cbsa_code": "12540",
    "common_name": "Bakersfield",
    "msa_name": "Bakersfield-Delano, CA",
    "path": "/advisors/ca/bakersfield"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-04-24",
  "carried_forward": false,
  "raum_total": 631243365.0,
  "raum_discretionary": 574714905.0,
  "raum_non_discretionary": 56528460.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 481594.0,
      "count": null,
      "description": "TRUST",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 55060049.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 866569.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 7537948.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 247137469.0,
      "count": 38
    },
    "pooled_investment_vehicles": {
      "raum": 221007805.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 99151931.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "KS"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148531",
  "city_as_filed": "BAKERSFIELD",
  "url": "https://advisorcensus.com/firm/bolthouse-investment-management-services-bakersfield-ca-148531",
  "display_name": "Bolthouse Investment Management Services",
  "summary": "Bolthouse Investment Management Services is an SEC-registered investment advisory firm in Bakersfield, CA, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 24, 2026.",
  "citation": "AdvisorCensus. Bolthouse Investment Management Services (CRD 148531): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Bolthouse Investment Management Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bolthouse Investment Management Services reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Bolthouse Investment Management Services located?",
      "a": "Bolthouse Investment Management Services' principal office is in Bakersfield, CA, according to its Form ADV."
    },
    {
      "q": "Is Bolthouse Investment Management Services registered with the SEC or a state?",
      "a": "Bolthouse Investment Management Services is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 148531."
    },
    {
      "q": "How much does Bolthouse Investment Management Services manage?",
      "a": "Bolthouse Investment Management Services reports $631,243,365 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (91% discretionary)."
    },
    {
      "q": "How have Bolthouse Investment Management Services' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bolthouse Investment Management Services: Regulatory assets under management: $422,177,420 in the October 2021 data and $631,243,365 in the October 2026 data, up 50%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bolthouse Investment Management Services serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (38); individuals (other than high net worth individuals) (5); pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Which custodians does Bolthouse Investment Management Services use?",
      "a": "Bolthouse Investment Management Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bolthouse Investment Management Services report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148531"
    },
    {
      "q": "Does Bolthouse Investment Management Services state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"Generally, Bolthouse Investments requires clients to maintain a minimum account size of $500,000. Bolthouse Investments may reduce or waive the account minimum requirements at our discretion.\""
    },
    {
      "q": "What changed in Bolthouse Investment Management Services' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $544,820,508 to $631,243,365 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 422177420.0,
      "total_employees": 9,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 432165563.0,
      "total_employees": 9,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 353422433.0,
      "total_employees": 11,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 422851227.0,
      "total_employees": 11,
      "filing_date": "2024-07-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 544820508.0,
      "total_employees": 9,
      "filing_date": "2025-04-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 631243365.0,
      "total_employees": 9,
      "filing_date": "2026-04-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $544,820,508 to $631,243,365 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Generally, Bolthouse Investments requires clients to maintain a minimum account size of $500,000.  \nBolthouse Investments may reduce or waive the account minimum requirements at our discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Generally, Bolthouse Investments requires clients to maintain a minimum account size of $500,000.  \nBolthouse Investments may reduce or waive the account minimum requirements at our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bolthouse-investment-management-services-bakersfield-ca-148531.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 866569.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 38,
      "fewer_than_5": false,
      "raum": 247137469.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 221007805.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 7537948.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 55060049.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 99151931.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 481594.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148531",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}