Bernzott Capital Advisors

Bernzott Capital Advisors (CRD# 104583) is a financial advisory firm headquartered in Lakeway, TX. They manage $1,244,765,548 in 472 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2802 Flintrock Trace, Suite B111, Lakeway, TX 78738
http://www.bcafunds.com
By the Numbers
  • Total Assets Under Management
    1,245
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $2,637,215
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, MI, TX, VA

Financial Advisors at Bernzott Capital Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Kevin Bernzott, financial advisor Austin TX
Kevin Bernzott
CRD#: 2595235
2802 Flintrock Trace, Suite 205, Austin, TX 78738

Kevin Bernzott (CRD# 2595235) is an Investment Advisor Representative working at Bernzott Capital Advisors in Austin, TX and has 1 year of experience in the finance industry.

2
Bart Oconnor, financial advisor Hingham MA
Bart J. Oconnor
CRD#: 2694477
18 Shipyard Drive, Floor 2a, Hingham, MA 02043

Bart Oconnor (CRD# 2694477) is an Investment Advisor Representative working at Bernzott Capital Advisors in Hingham, MA and has 1 year of experience in the finance industry.

3
Patrick Fischoeder, financial advisor Lakeway TX
Patrick A. Fischoeder
CRD#: 2308315
2802 Flintrock Trace, Suite B111, Lakeway, TX 78738

Patrick Fischoeder (CRD# 2308315) is an Investment Advisor Representative working at Bernzott Capital Advisors in Lakeway, TX and has over 12 years of experience in the finance industry.

4
Robert Fitzpatrick, financial advisor Hingham MA
Robert L. Fitzpatrick
CRD#: 1994432
18 Shipyard Dr., Floor 2a, Hingham, MA 02043

Robert Fitzpatrick (CRD# 1994432) is an Investment Advisor Representative working at Bernzott Capital Advisors in Hingham, MA and has over 28 years of experience in the finance industry.

5
Sean Greely, financial advisor Hingham MA
Sean M. Greely
CRD#: 4416705
18 Shipyard Dr., Floor 2a, Hingham, MA 02043

Sean Greely (CRD# 4416705) is an Investment Advisor Representative working at Bernzott Capital Advisors in Hingham, MA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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