Unclaimed Profile

Kevin Bernzott

BERNZOTT CAPITAL ADVISORS·CAMARILLO, California

Series 2Clean record28 years registeredBERNZOTT CAPITAL ADVISORS

1200 PASEO CAMARILLO, CAMARILLO, CA 93010CRD# 2595235Firm CRD# 104583

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Bernzott · CAMARILLO, CA

Registration

CRD #2595235 · BERNZOTT CAPITAL ADVISORS · 28 years registered

Brand Profile

Not yet started

Career History

BERNZOTT CAPITAL ADVISORS

Oct 1997 – present

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · October 21, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERNZOTT CAPITAL ADVISORS

CRD 104583 · SEC 801-56940

AUM

$311M

Regulatory assets under management

Employees

375 client accounts

Services offered by BERNZOTT CAPITAL ADVISORS

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at BERNZOTT CAPITAL ADVISORS →

Introduction

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Frequently Asked Questions

What services does Kevin Bernzott offer?

Kevin Bernzott specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CAMARILLO, California for a consultation.

What are Kevin Bernzott's credentials?

Kevin Bernzott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Bernzott located?

Kevin Bernzott is based in CAMARILLO, California, working with BERNZOTT CAPITAL ADVISORS. Their office serves clients in the CAMARILLO metropolitan area and surrounding communities.

How does Kevin Bernzott charge for services?

Kevin Bernzott's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERNZOTT CAPITAL ADVISORS?

BERNZOTT CAPITAL ADVISORS has approximately 4 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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