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Kevin Bernzott

Bernzott Capital Advisors

Camarillo, CA

Camarillo, CA

CRD 2595235

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Employer firm

Bernzott Capital Advisors CRD 104583

$265M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Bernzott Capital Advisors

1200 Paseo Camarillo Suite 180, Camarillo, CA 93010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-02-20
  • TX RA
    APPROVED
    Since 2020-02-20

Branch Locations

888 W. Ventura Blvd, Suite B, Camarillo, CA 93010 • United States

1200 Paseo Camarillo Suite 180, Camarillo, CA 93010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bernzott Capital Advisors Boston MA 07/1994 Present

View on SEC IAPD

Nearby Firms

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Nearby Investors

BRENT DAVID JOHNSON
JEFFREY DAVID WRIGHT
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Nearby Offices

MUTUAL ADVISORS, LLC · Camarillo, CA
LPL FINANCIAL LLC · CAMARILLO, CA
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