Bernzott Capital Advisors

Bernzott Capital Advisors (CRD# 104583) is a financial advisory firm headquartered in Camarillo, CA. They manage $577,168,826 in 682 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
888 W. Ventura Blvd., Suite B, Camarillo, CA 93010
http://www.bernzott.com
By the Numbers
  • Total Assets Under Management
    577
    MILLION
  • Total Number of Accounts
    682
    ACCOUNTS
  • Average Account Value
    $846,289
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, MA, TX

Financial Advisors at Bernzott Capital Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Thomas Derse, financial advisor Camarillo CA
Thomas A. Derse
CRD#: 4679451
888 W. Ventura Blvd., Suite B, Camarillo, CA 93010
96
Wealthminder
score

Thomas Derse (CRD# 4679451) is an Investment Advisor Representative working at Bernzott Capital Advisors in Camarillo, CA and has over 17 years of experience in the finance industry.

2
Peter Girolamo, financial advisor Camarillo CA
Peter E. Girolamo
CRD#: 4912739
888 W. Ventura Blvd., Suite B, Camarillo, CA 93010
93
Wealthminder
score

Peter Girolamo (CRD# 4912739) is an Investment Advisor Representative working at Bernzott Capital Advisors in Camarillo, CA and has over 12 years of experience in the finance industry.

3
Scott Larson, financial advisor Camarillo CA
Scott T. Larson
CRD#: 5397558
888 W. Ventura Blvd., Suite B, Camarillo, CA 93010
90
Wealthminder
score

Scott Larson (CRD# 5397558) is an Investment Advisor Representative working at Bernzott Capital Advisors in Camarillo, CA and has 1 year of experience in the finance industry.

4
Ryan Ross, financial advisor Camarillo CA
Ryan J. Ross
CRD#: 4693625
888 W. Ventura Blvd., Suite B, Camarillo, CA 93010
90
Wealthminder
score

Ryan Ross (CRD# 4693625) is an Investment Advisor Representative working at Bernzott Capital Advisors in Camarillo, CA and has 1 year of experience in the finance industry.

5
Kevin Bernzott, financial advisor Camarillo CA
Kevin Bernzott
CRD#: 2595235
888 W. Ventura Blvd., Suite B, Camarillo, CA 93010
87
Wealthminder
score

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.

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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