Bolthouse Investment Management Services
Registered investment adviser · Bakersfield, CA · CRD #148531
Form ADV data as of 2026-09-01Regulatory assets
$631.2 million
Total accounts
294
Employees
9
Disclosure events
0
Firm details
- Telephone: 661-326-6357
- SEC file number: 801-73757
- Most recent Form ADV filing: 2026-04-24
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $574.7 million |
| Non-discretionary regulatory assets under management | $56.5 million |
| Total regulatory assets under management | $631.2 million |
| Discretionary accounts | 252 |
| Non-discretionary accounts | 42 |
| Total accounts | 294 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 9 |
| Employees performing investment advisory functions (including research) | 5 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 3 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $244.0 million |
| Clients for whom the firm has custody | 13 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $107.4 million |
| Clients for whom a related person has custody | 7 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys securities from or sells securities to advisory clients (principal transactions)
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities for which it serves as underwriter or general partner
- Recommends brokers or dealers to clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 5 | $866,569 |
| High net worth individuals | 38 | $247.1 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 2 | $221.0 million |
| Pension and profit sharing plans (not the participants or government plans) | Not reported | $7.5 million |
| Charitable organizations | Not reported | $55.1 million |
| Corporations or other businesses not listed above | Not reported | $99.2 million |
| Other | Not reported | $481,594 |