| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Bernzott Control | Founder | 50-75% | 1997 |
| Marilyn Stevens Bernzott | Shareholder | 10-25% | 2005 |
| Mark Alexander Scott Control | Chief Compliance Officer/Chief Executive Officer | Under 5% | 2023 |
Bernzott Capital Advisors reports $285.2 million in regulatory assets under management on its Form ADV.
Bernzott Capital Advisors reports 4 employees.
Bernzott Capital Advisors is based in Camarillo, CA and has been SEC-registered since 1999.
Bernzott Capital Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $279.2M |
| Non-discretionary | $6M |
| Total (RAUM) | $285.2M |