# BOLTHOUSE INVESTMENTS, LLC

BOLTHOUSE INVESTMENTS, LLC of BAKERSFIELD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 148531
- Type: SEC-registered investment adviser
- SEC file number: 801-73757
- Location: 11601 BOLTHOUSE DRIVE, SUITE 210, BAKERSFIELD, CA, 93311
- Phone: 661-326-6357
- Latest filing: 2026-04-24
- Regulatory AUM: $631.2M
- Discretionary AUM: $574.7M
- Non-discretionary AUM: $56.5M
- Clients: 9
- Accounts: 294

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Brad Alan Jantz | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | Bakersfield, CA |
| Anthony Leon Leggio | ELECTED MANAGER; MANAGER & PRESIDENT | Bakersfield, CA |
| Brian Steven Conner | CHIEF FINANCIAL OFFICER | Bakersfield, CA |
| Michelle Leslie Campbell | CHIEF COMPLIANCE OFFICER | — |
| JANTZ BRAD ALAN | VICE PRESIDENT, CHIEF INVESTMENT OFFICER; VICE PRESIDENT OF INVESTMENTS & CHIEF INVESTMENT OFFICER | — |
| CONNER DONN BRIAN | CHIEF FINANCIAL OFFICER | — |
| CAMPBELL BARRY LESLIE | CHIEF COMPLIANCE OFFICER | — |
| COUPERUS JANE ESTHER | ASSISTANT VICE PRESIDENT OF INVESTMENTS/CCO; VICE PRESIDENT OF INVESTMENTS | — |
| GREEN CHARLES FREDERIC | CHIEF COMPLIANCE OFFICER; INVESTMENT AND COMPLIANCE ADVISOR AND SECRETARY; INVESTMENT AND COMPLIANCE ADVISOR, AND SECRETARY (+1 more) | — |
| LEGGIO ANTHONY LEON | ELECTED MANAGER; MANAGER & PRESIDENT | — |
| FLEEMAN STEWART WILLIAM | CHIEF FINANCIAL OFFICER; INVESTMENT COMMITTEE MEMBER | — |
| CAMPBELL MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| BIANCHI JOHNNY CARLO | CHIEF FINANCIAL OFFICER | — |
| Bianchi John C | CHIEF FINANCIAL OFFICER | — |
| CONNER BRIAN STEVEN | CHIEF FINANCIAL OFFICER | — |
| HOLAN SCOTT ANDREW | VICE PRESIDENT, CHIEF FINANCIAL OFFICER; VICE PRESIDENT OF INVESTMENTS | — |
| WEAVER DUSTIN HARTLEY | DIRECTOR OF FINANCIAL PLANNING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148531/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148531/similar
- Related entities: https://search.stillhousedata.com/firm/148531/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148531

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.