← Directory
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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 53 | 45 | decreased by8 |
| Apr 1, 2026 | AUM | $544,820,508 | $631,243,365 | increased by$86,422,857 |
| Apr 1, 2026 | Accounts | 269 | 294 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 41 | 53 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $432,165,563 | $544,820,508 | increased by$112,654,945 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 206 | 269 | increased by63 |
| Apr 1, 2022 | Clients | 39 | 41 | increased by2 |
| Apr 1, 2022 | AUM | $422,177,420 | $432,165,563 | increased by$9,988,143 |
| Apr 1, 2022 | Accounts | 186 | 206 | increased by20 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BOLTHOUSE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOLTHOUSE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.