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BERNZOTT CAPITAL ADVISORS
BERNZOTT CAPITAL ADVISORS
CRD 104583 · SEC 801-56940
1200 PASEO CAMARILLO, SUITE 180, CAMARILLO, CA, 93010, United States
Phone
800-856-2646
Fax
805-389-9456
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$265.4M
Discretionary AUM
$260.2M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $6.2M |
| High net worth individuals | 145 | $189.7M |
| Pension/profit sharing plans | 6 | $6.0M |
| Charitable organizations | 9 | $25.7M |
| Other investment advisers | 1 | $5.2M |
| Corporations/business entities | 14 | $32.5M |
States served
CA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD