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).

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 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 16 years of experience in the finance industry.

2
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 11 years of experience in the finance industry.

3
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 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
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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.