Bernzott Capital Advisors

RIASEC RegisteredEst. 1999

Total AUM

$265M

Discretionary

$260M

98% of AUM

Avg account

$654K

Accounts

406

Employees

3

Advisory reps

4

Firm details

Headquarters: Camarillo, California
CRD number: 104583
Registered since: October 29, 1999
Website: www.bcafunds.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI71.49%
Corporations / Businesses12.26%
Charitable Organizations9.69%
Individuals2.35%
Pension & Profit Sharing Plans2.26%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bernzott Capital Advisors is a privately owned, SEC-registered advisory firm (registration since 1999) that manages portfolios for individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management for both personal and business/institutional accounts. Its filings indicate a clear tilt toward liquid public-market equity exposure and use of mutual funds, with no stated emphasis on ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities78%
Cash & Cash Equivalents9%
US Government Bonds7%
Investment Grade Corp Bonds3%
Other3%

Owners & executives

1 of 1

Mark Scott
Managing Partner and Chief Compliance OfficerCRD 5486613

Contacts

3 of 3

Kevin Bernzott
Chairman & FounderCRD 2595235
Curtis DeBoni
Private Client AdvisorCRD 8265670
Marilyn Bernzott
ShareholderCRD 5398471

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 4

Active vs passive

$67.3M in ETFs

Passive

95%

$64M

Active

0%

$3.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT)	Vanguard	Passive	Global Large Stock Blend	$50.3M	320,364	74.68%

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Primary office

Camarillo, CA

Ventura

Location

Camarillo, CA

Headquartered in Camarillo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: Ventura
Address: 1200 Paseo Camarillo
Time zone: PT (UTC-8)
Office locations

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