Bernzott Capital Advisors
● SEC registered since 1999CRD 104583SEC# 801-56940Camarillo, CA
Reg. AUM
$265.4M
Employees
3
Accounts
406
Location
Camarillo, CA
Bernzott Capital Advisors assets under management
Bernzott Capital Advisors is a registered investment adviser overseen by the SEC based in Camarillo, CA. The firm has been registered since 1999. It reports $265.4 million in regulatory assets under management and employs 3 people.
Bernzott Capital Advisors owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Bernzott Control | Founder | Over 75% | 1997 |
| Marilyn Stevens Bernzott | Shareholder | 10-25% | 2005 |
| Mark Alexander Scott Control | Chief Compliance Officer/Chief Executive Officer | Under 5% | 2023 |
Frequently asked questions
How much does Bernzott Capital Advisors manage?
Bernzott Capital Advisors reports $265.4 million in regulatory assets under management on its Form ADV.
How many employees does Bernzott Capital Advisors have?
Bernzott Capital Advisors reports 3 employees.
Where is Bernzott Capital Advisors located?
Bernzott Capital Advisors is based in Camarillo, CA and has been SEC-registered since 1999.
Does Bernzott Capital Advisors disclose fund performance?
Bernzott Capital Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Paseo Camarillo, Suite 180, Camarillo, CA 93010 |
| Phone | 800-856-2646 |
| Fax | 805-389-9456 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1260468 |
| Discloses disciplinary history | No |
Regulatory AUM
$265.4M▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$265.4Mregulatory AUM
Discretionary $260.2MNon-discretionary $5.2M