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).
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Total Assets Under Management1,245MILLION
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Total Number of Accounts472ACCOUNTS
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Average Account Value$2,637,215
- A percentage of assets under your management
- 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

CA, FL, MA, MI, TX, VA
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.
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.
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.
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.
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.