Bernzott Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$195,942,063
Clients
184
Advisors
3
across 2 offices
About
Bernzott Capital Advisors provides discretionary investment management and retirement-plan advisory services to individuals, institutional clients, and other pooled or separate account sponsors, managing approximately $265 million in client assets. The firm delivers separately managed account strategies, client reporting at least quarterly, and fiduciary reviews for retirement account rollovers.
The firm follows a bottom-up, value-oriented investment process with a long-term horizon, emphasizing concentrated portfolios constructed from fundamental company analysis, conservative valuation methods, and collaborative team decision-making. Core offerings include a US small-cap value strategy (typically 25–35 holdings) and customized multi-asset-class portfolios that may include bonds, ETFs, and non-public mortgage REITs.
Bernzott’s brochure discloses an uncommon emphasis on working with other registered investment advisers: it provides model portfolios and both discretionary and non-discretionary management to unaffiliated “Principal Advisors,” with fee-sharing arrangements and a disclosed model-service fee. The brochure also highlights the firm’s client performance reporting and website updates as part of its client communications and discloses practices (such as standing letters of authorization) that may cause the firm to be deemed to have limited custody under SEC guidance.
Client services
Expertise
Fee options
$0 - $2 million: 1.00% annually $2 million - $5 million: 0.75% annually $5 million+: 0.50% annually for private clients $0 - $10 million: 0.90% annually for institutional clients $10 million - $25 million: 0.80% annually for institutional clients $25 million - $50 million: 0.75% annually for institutional clients $50 million+: 0.65% annually for institutional clients
Account minimum: $1,000,000 for private clients; $10,000,000 for institutional clients (minimums may be waived at discretion) Fee-only: Sole source of compensation is asset-based management fees; no commissions or hourly fees.
Main office
See office1200 Paseo Camarillo, Suite 180
Camarillo CA 93010
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Texas
Also doing business as
Bernzott Capital Advisors · Bernzott Capital Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Curtis D
Series 65
Camarillo, CA
Bernzott Capital Advisors
Curtis De Boni is a Series 65-licensed financial advisor at Bernzott Capital Advisors with no industry experience prior to joining the firm. He has been with Bernzott Capital Advisors since 2023 and is also affiliated with CSU Channel Islands, where he has worked since 2010. Bernzott Capital Advisors provides discretionary investment management and retirement-plan advisory services to individuals, institutions, and other account sponsors, managing approximately $265 million in client assets. The firm employs a bottom-up, value-oriented investment approach with a long-term horizon, focusing on concentrated portfolios derived from fundamental analysis and collaborative decision-making.
Kevin B
Camarillo, CA
Bernzott Capital Advisors
Kevin Bernzott is a financial advisor at Bernzott Capital Advisors with 28 years of industry experience. He has been with Bernzott Capital Advisors since 1994. Bernzott Capital Advisors serves individual clients, high-net-worth households, retirement plans, and other registered investment advisers by providing discretionary separately managed accounts, model portfolio services, and ERISA-focused advisory and consulting. The firm follows a bottom-up, value-oriented investment process emphasizing fundamental company analysis, targeted purchase prices below estimated fair value, and concentrated portfolios, and it acts as a model-provider for other advisors while maintaining explicit ERISA fiduciary procedures.
Mark S
Series 65
Camarillo, CA
Bernzott Capital Advisors
Mark Scott is a financial advisor at Bernzott Capital Advisors in Camarillo, CA, holding a Series 65 designation with one year of industry experience. He has been with Bernzott Capital Advisors since 2013. Bernzott Capital Advisors serves individual clients, high-net-worth households, retirement plans, and other registered investment advisers by providing discretionary separately managed accounts, model portfolio services, and ERISA-focused advisory and consulting. The firm employs a bottom-up, value-oriented investment process with concentrated portfolios primarily in small-cap equities and is notable for its model-provider role and ERISA fiduciary procedures.
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