Bernzott Capital Advisors
Bernzott Capital Advisors (CRD# 104583) is a financial advisory firm headquartered in Camarillo, CA. They manage $311,084,205 in 375 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management311MILLION
-
Total Number of Accounts375ACCOUNTS
-
Average Account Value$829,558
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MA, MI, TX, VA
Financial Advisors at Bernzott Capital Advisors
1
Kevin Bernzott (CRD# 2595235) is an Investment Advisor Representative working at Bernzott Capital Advisors in Camarillo, CA and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.