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).

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
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 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 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 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 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.

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