Bernzott Capital Advisors

Bernzott Capital Advisors (CRD# 104583) is a financial advisory firm headquartered in Camarillo, CA. They manage $311,084,205 in 375 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1200 Paseo Camarillo, Suite 180, Camarillo, CA 93010
http://www.bcafunds.com
By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $829,558
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
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 - 1 of 1 top financial advisors.
1
Kevin Bernzott, financial advisor Camarillo CA
Kevin Bernzott
CRD#: 2595235
888 W. Ventura Blvd, Suite B, Camarillo, CA 93010

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.

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