Asset manager · Bakersfield, CA
Bolthouse Investment Management Services
Bolthouse Investments, LLC · SEC-registered investment adviser · CRD 148531 · SEC 801-73757
At a glance
Bolthouse Investment Management Services is an SEC-registered investment adviser based in Bakersfield, California, with $631 million in regulatory assets under management as of its Form ADV filed April 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 43 individual clients. By Form ADV it is a asset manager, ranked 1,576th of 3,218 asset managers and 6,912th of 17,210 SEC-registered advisers by assets.
Main office 661-326-6357As filed on Form ADV
- Regulatory AUM
- $631M
- Rank among asset managers
- #1,576 of 3,218
- Rank among all SEC RIAs
- #6,912 of 17,210
- Rank in California
- #800 of 1,873
- Individual clients
- 43
- High-net-worth clients
- 38
- Accounts
- 294
- Discretionary
- 91% of AUM
- Employees
- 9
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Anthony L. LeggioManager & President
- Brian S. ConnerChief Financial Officer
- Michelle L. CampbellChief Compliance Officer
- Brad A. JantzVice President, Chief Investment Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 38 | $247M | 39% |
| Pooled investment vehicles | 2 | $221M | 35% |
| Corporations or other businesses | – | $99M | 16% |
| Charitable organizations | – | $55M | 9% |
| Pension and profit sharing plans | – | $8M | 1% |
| Individuals | 5 | $1M | <1% |
| Other | – | $0M | <1% |
Private funds
Bolthouse Investment Management Services reports 2 private funds with $221M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Bolthouse Investment Management Services reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Bolthouse Investment Management Services
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,013 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bolthouse Investment Management Services manage?
Bolthouse Investment Management Services reports $631 million in regulatory assets under management across 294 accounts, 91% of it on a discretionary basis, on its Form ADV filed April 24, 2026.
What kind of firm is Bolthouse Investment Management Services?
Bolthouse Investment Management Services is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Bolthouse Investment Management Services’s clients?
By assets, its largest client types are high-net-worth individuals ($247 million, 38 clients); pooled investment vehicles ($221 million, 2 clients); corporations or other businesses ($99 million).
Does Bolthouse Investment Management Services manage private funds?
Yes. It reports 2 private funds with $221 million in gross assets, including other private funds.
Does Bolthouse Investment Management Services have any disciplinary history?
Bolthouse Investment Management Services reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bolthouse Investment Management Services’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →