# Bolthouse Investment Management Services

> 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.

- CRD: 148531
- Filed as: BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
- Legal name: Bolthouse Investments, LLC
- Also doing business as: BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bakersfield, CA
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148531
- AdvisorCensus page: https://advisorcensus.com/firm/bolthouse-investment-management-services-bakersfield-ca-148531

## Quick answers

**How is Bolthouse Investment Management Services compensated?**
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.

**Where is Bolthouse Investment Management Services located?**
Bolthouse Investment Management Services' principal office is in Bakersfield, CA, according to its Form ADV.

**Is Bolthouse Investment Management Services registered with the SEC or a state?**
Bolthouse Investment Management Services is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 148531.

**How much does Bolthouse Investment Management Services manage?**
Bolthouse Investment Management Services reports $631,243,365 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (91% discretionary).

**How have Bolthouse Investment Management Services' assets and staff changed since 2021?**
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.

**What types of clients does Bolthouse Investment Management Services serve?**
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).

**Which custodians does Bolthouse Investment Management Services use?**
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.

**Does Bolthouse Investment Management Services report any disciplinary disclosures?**
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

**Does Bolthouse Investment Management Services state an account minimum?**
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."

**What changed in Bolthouse Investment Management Services' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $544,820,508 to $631,243,365 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $631,243,365
- Discretionary: $574,714,905
- Non-discretionary: $56,528,460

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $866,569 |
| High net worth individuals | 38 | $247,137,469 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $221,007,805 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,537,948 |
| Charitable organizations | Fewer than 5 | $55,060,049 |
| Corporations or other businesses not listed above | Fewer than 5 | $99,151,931 |
| Other | Fewer than 5 | $481,594 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $422,177,420 | 9 | March 26, 2021 |
| October 2022 | $432,165,563 | 9 | March 23, 2022 |
| October 2023 | $353,422,433 | 11 | September 22, 2023 |
| October 2024 | $422,851,227 | 11 | July 19, 2024 |
| October 2025 | $544,820,508 | 9 | April 24, 2025 |
| October 2026 | $631,243,365 | 9 | April 24, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $544,820,508 to $631,243,365 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bolthouse Investment Management Services (CRD 148531): Form ADV filing data as of October 2026.