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Chief Financial Officer · Bolthouse Investment Management Services

Brian S. Conner

CRD 6931797 · Named on Form ADV at one SEC-registered adviser

At a glance

Bolthouse Investment Management Services, an SEC-registered asset manager based in Bakersfield, CA with $631 million in regulatory assets, lists Brian S. Conner on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

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Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Anthony L. LeggioManager & President, Bolthouse Investment Management Services
  • Michelle L. CampbellChief Compliance Officer, Bolthouse Investment Management Services
  • Brad A. JantzVice President, Chief Investment Officer, Bolthouse Investment Management Services

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.