Bernzott Capital Advisors

Bernzott Capital Advisors (CRD# 104583) is a financial advisory firm headquartered in Camarillo, CA. They manage $655,306,215 in 694 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    655
    MILLION
  • Total Number of Accounts
    694
    ACCOUNTS
  • Average Account Value
    $944,245
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, SC, TX, VA

Financial Advisors at Bernzott Capital Advisors
Showing 1 - 6 of 6 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 18 years of experience in the finance industry.

2
Joseph P. Karpinski
CRD#: 852349
Hilton Head Island, SC
93
Wealthminder
score

Joseph Karpinski (CRD# 852349) is an Investment Advisor Representative working at Bernzott Capital Advisors in Hilton Head Island, SC and has over 25 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.

6
Bart J. Oconnor
CRD#: 2694477
18 Shipyard Drive, Floor 2a, Hingham, MA 02043
87
Wealthminder
score

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.

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