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BERNZOTT CAPITAL ADVISORS
BERNZOTT CAPITAL ADVISORS
CAMARILLO, California
·
9 registered advisors
·
CRD# 104583
SEC# 801-56940
0
800-856-2646
01
Firm Overview
AUM
$311M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at BERNZOTT CAPITAL ADVISORS
9 registered advisors
Hans Thomas Walsh
LAKEWAY, Texas
CRD# 5225902
Jeffrey Karansky
CAMARILLO, California
CRD# 7891174
Jeffrey Robert Gates
BOSTON, Massachusetts
CRD# 4068275
Kevin Bernzott
CAMARILLO, California
CRD# 2595235
Marilyn Stevens Bernzott
CAMARILLO, California
CRD# 5398471
Mark Alexander Scott
CAMARILLO, California
CRD# 5486613
Patrick Storm Steele
CAMARILLO, California
CRD# 1027454
Priscilla Ann Simon
CAMARILLO, California
CRD# 4753189
Sean Michael Greely
BOSTON, Massachusetts
CRD# 4416705
05
Office Locations
CAMARILLO, California
6 advisors
BOSTON, Massachusetts
2 advisors
LAKEWAY, Texas
1 advisor
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Data sourced from SEC Form ADV filings. BERNZOTT CAPITAL ADVISORS (CRD# 104583) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.