Bernzott Capital Advisors

Overview

Bernzott Capital Advisors is an SEC-registered institutional RIA that has operated since 1999 and is owned by an individual. The firm advises both individuals and families as well as institutional clients, charging fees calculated as a percentage of assets under management. Its advisory mandate focuses on portfolio management for individuals, small businesses and for business or institutional accounts. Bernzott does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant. The firm’s publicly reported orientation favors equity exposure and exchange-traded instruments, and it uses third-party mutual funds alongside direct equity and ETF positions to implement client portfolios. The business model is that of a traditional fee-for-AUM advisory practice rather than a capital allocator or a related-adviser structure.

Assets & Accounts

Public Holdings

Investments & Alternatives