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BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
Legal name: BOLTHOUSE INVESTMENTS, LLC
CRD 148531File 801-73757
APPROVED
Retail clients
Custody
Filing as of Apr 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$631.2M
Above cohort median (national)
Discretionary AUM
$574.7M
Non-discretionary $56.5M
Clients
45
294 accounts
Employees
9
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 30, 2012
- Principal office
- 11601 BOLTHOUSE DRIVE, SUITE 210, BAKERSFIELD, CA, 93311
- Phone
- 661-326-6357
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $631.2M
- Discretionary AUM
- $574.7M
- Non-discretionary AUM
- $56.5M
- Discretionary accounts
- 252
- Non-discretionary accounts
- 42
- Total accounts
- 294
- AUM per client
- $14.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $99.2M |
| Charitable organizations | Fewer than 5 | $55.1M |
| High net worth individuals | 38 | $247.1M |
| Pooled investment vehicles | 2 | $221.0M |
| Pension and profit sharing plans | Fewer than 5 | $7.5M |
| Individuals (other than high net worth individuals) | 5 | $867K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.