BERNZOTT CAPITAL ADVISORS
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
FINTRXOverview
Bernzott Capital Advisors is a privately owned corporate RIA that has been registered with the SEC since 1999. The firm charges clients on a percentage-of-assets-under-management basis and concentrates its advisory activity on discretionary portfolio management for individuals, small businesses and institutional clients. Its client base spans individual and family clients as well as institutional relationships. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser; it also does not function as a capital allocator or pension consultant according to the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents9%
- US Government Bonds7%
- Investment Grade Corp Bonds3%
- Other3%
Owners & executives
1 of 1MARK SCOTT
Managing Partner and Chief Compliance OfficerCRD 5486613
Contacts
3 of 3KEVIN BERNZOTT
Chairman & FounderCRD 2595235
Curtis DeBoni
Private Client AdvisorCRD 8265670
MARILYN BERNZOTT
ShareholderCRD 5398471
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$24.7M in ETFs
100%
$24.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) | Vanguard | Passive | Global Large Stock Blend | $14.5M | 105,058 | 58.79% |
Location
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
Similar firms
SUMMIT WEALTH MANAGEMENT GROUP, INC.
RIACAMARILLO, CA
BRIGHTPATH WEALTH PLANNING, LLC
RIACAMARILLO, CA
MESA WEALTH MANAGEMENT
RIACAMARILLO, CA
KINGSGROVE MANAGEMENT, LLC
RIACAMARILLO, CA
CERDA MUNOZ ADVISORS, INC
RIAWHITTIER, CA
FULLER INVESTMENT MANAGEMENT COMPANY
RIAPASADENA, CA