Bernzott Capital Advisors
Firm details
- Headquarters
- Camarillo, California
- CRD number
- 104583
- Registered since
- October 29, 1999
- Website
- www.bcafunds.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.49%
- Corporations / Businesses12.26%
- Charitable Organizations9.69%
- Individuals2.35%
- Pension & Profit Sharing Plans2.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bernzott Capital Advisors is a privately owned corporate RIA that markets itself to both individual/family and institutional clients. The firm is SEC registered (since 1999) and charges clients on a percentage-of-AUM basis. Its advisory services center on discretionary portfolio management for individuals, small businesses and for business or institutional accounts. The firm’s reported asset mix and filings indicate a clear preference for equity exposures delivered principally via exchange-traded securities and pooled vehicles. Bernzott does not identify as an active ESG investor and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents9%
- US Government Bonds7%
- Investment Grade Corp Bonds3%
- Other3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$86.9M in ETFs
96%
$83.6M
0%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) | Vanguard | Passive | Global Large Stock Blend | $69.4M | 439,532 | 79.82% |
Location
Camarillo, CA
Ventura
Location
Camarillo, CA
Headquartered in Camarillo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 1200 Paseo Camarillo
- Time zone
- PT (UTC-8)
- Office locations
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