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B•••••••• I••••••••• M••••••••• S•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

B•••••••• I••••••••• M••••••••• S•••••••

B•••••••• INVESTMENTS, LLC, CRD 148531

BAKERSFIELD, CA

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Search this name across graphsid dfx:ria:24f755c2-c0d3-1012-0b55-f285f0fb77bf

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 9
On other graphs: 1
Observed: Feb 14, 2012 to Apr 24, 2026
32 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

B•••••••• I••••••••• M••••••••• S•••••••

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.39 fund_share=0.35 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $631MItem 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $575M
Private client RAUM: $248MderivedItem 5.D individuals plus high net worth individuals
Private client share: 39%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••• M••••• E•••••••	Chartered Financial Analyst	BAKERSFIELD, CA	6	12	n/a	no
B••• A••• J••••	Chartered Financial Analyst	WICHITA, KS \| BAKERSFIELD, CA	2	25

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•••••••• E••••• L•••••• P•••••••••	Other Private Fund	$136M	Jul 19, 2024	32	Feb 14, 2012	reported	021-190596
B•••••••• F•••• I••••• L•••••• P•••••••••	Other Private Fund	$99.8M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• P••••••••• L••	SOLE MEMBER	E	yes	03/2008	Feb 14, 2012	Jul 19, 2024
C•••••••• M•••••••• L•••••	CHIEF COMPLIANCE OFFICER	Na	yes	11/2019	Mar 28, 2014

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A•••••• L••• L•••••	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$631M	$545M	15.9%	$353M	21.3%	9	9	1	1

Relationships

Registered with (5)

← L••• D•••• K••••Advisorregistration: current employment
Jun 12, 2025 to presentfactForm ADV
← B••• A••• J••••Advisorregistration: current employment
Sep 25, 2023 to presentfactForm ADV
← J••• M••••• E•••••••Advisorregistration: current employment
Jan 1, 2020 to presentfactForm ADV
← ANDERS THOMAS DAVIDSON

Dated events

Occurred
Apr 24, 2025
Regulatory AUM changed
B•••••••• I••••••••• M••••••••• S••••••• reported RAUM $544.8M, up 29% from $422.9M (2024-07-19 to 2025-04-24)
Form ADVobserved 6 days ago
$122M
Occurred
Feb 11, 2025
Advisor changed firm
Anders Thomas Davidson left B•••••••• I••••••••• M••••••••• S••••••• for Fisher Investments (registered 2025-02-14)
Form ADVobserved 6 days ago
Occurred
May 2, 2024
Control person left
Hartley Dustin Weaver (Director Of Financial Planning) no longer on Schedule A of B•••••••• I••••••••• M••••••••• S••••••• (listed 2024-05-01, absent 2024-05-02)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24f755c2-c0d3-1012-0b55-f285f0fb77bf
First observed: Feb 14, 2012
Last observed: Apr 24, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

2025	Apr 24, 2026	$631M	$575M	9	5	1	2	n/a
2024	Apr 24, 2025	$545M	$497M	9	5	1	2	n/a
2023	Mar 12, 2024	$423M	$418M	11	6	1	2	$236M
2022	Mar 28, 2023	$353M	$348M	11	6	0	2	$226M
2021	Mar 23, 2022	$432M	$426M	9	6	0	2	$303M
2020	Mar 26, 2021	$422M	$415M	9	6	0	2	$278M
2019	Mar 29, 2020	$391M	$384M	9	5	0	2	$233M
2018	Mar 28, 2019	$361M	$354M	8	4	0	2	$225M
2017	Mar 28, 2018	$375M	$366M	9	5	0	2	$294M
2016	Mar 23, 2017	$372M	$321M	9	5	n/a	2	$274M
2015	Mar 31, 2016	$381M	$334M	9	5	n/a	2	$274M
2014	Mar 30, 2015	$404M	$357M	9	4	n/a	2	$285M
2013	Mar 28, 2014	$411M	$337M	8	4	n/a	2	$280M
2012	Mar 28, 2013	$393M	$341M	8	4	n/a	2	$290M