{"url":"https://nivawealth.com/firms/bolthouse-investments-148531","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/148531","regulatoryAum":631243365,"crd":"148531","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7177033","suffix":null,"lastName":"Escalada","firstName":"Jose","middleName":"Manuel"},{"crd":"4548320","suffix":null,"lastName":"JANTZ","firstName":"BRAD","middleName":"ALAN"},{"crd":"2502325","suffix":null,"lastName":"KEMPH","firstName":"LISA","middleName":"DIANE"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-26","regulatoryAum":422177420,"clients":39,"employees":9,"offices":1},{"filedOn":"2022-03-23","regulatoryAum":432165563,"clients":41,"employees":9,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":353422433,"clients":42,"employees":11,"offices":1},{"filedOn":"2024-07-19","regulatoryAum":422851227,"clients":52,"employees":11,"offices":2},{"filedOn":"2025-04-24","regulatoryAum":544820508,"clients":53,"employees":9,"offices":2},{"filedOn":"2026-04-24","regulatoryAum":631243365,"clients":45,"employees":9,"offices":2}],"secFileNumber":"801-73757","legalName":"Bolthouse Investments, LLC","displayName":"Bolthouse Investments","slug":"bolthouse-investments-148531","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"11601 Bolthouse Drive, Suite 210","city":"Bakersfield","state":"CA","stateName":"California","country":"United States","postalCode":"93311"},"tradeNames":["Bolthouse Investment Management Services"],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":5767535.76744186,"staff":{"employees":9,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":631243365,"discretionary":574714905,"discretionaryAccounts":252,"nonDiscretionary":56528460,"nonDiscretionaryAccounts":42,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":5,"regulatoryAum":866569},{"label":"High-net-worth individuals","clients":38,"regulatoryAum":247137469},{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":221007805},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":7537948},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":55060049},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":99151931},{"label":"Other","clients":null,"fewerThan5":true,"regulatoryAum":481594}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"whole_balance","fee_tiers":[{"to":5000000,"pct":0.5,"from":0},{"to":20000000,"pct":0.4,"from":5000000},{"to":null,"pct":0.35,"from":20000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028998","versionId":1028998,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-27","documentName":"FIRM BROCHURE AND BROCHURE SUPPLEMENT","fee_rate_low":0.35,"fee_rate_high":0.5,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consulting Services","summary":"Consulting is offered at an hourly rate negotiated at the time, depending on the complexity of the client's circumstances; 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They include 38 high-net-worth individuals, 5 individual clients and 2 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bolthouse Investments offer?","answer":"Bolthouse Investments provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bolthouse Investments charge?","answer":"Bolthouse Investments charges 0.35%–0.50% a year for its Investment Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in arrears.","source":"FIRM BROCHURE AND BROCHURE SUPPLEMENT, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bolthouse Investments use?","answer":"Bolthouse Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $551M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bolthouse Investments have?","answer":"Bolthouse Investments has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bolthouse Investments invest in?","answer":"At the end of its last fiscal year, Bolthouse Investments’ separately managed accounts held 28% cash and equivalents, 26% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 9% U.S. government and agency bonds, 5% pooled vehicles (private funds and similar), 4% other and 2% investment grade corporate bonds. The 4% other category is described as: Commercial Real Estate Properties. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}