Bernzott Capital Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Camarillo, CA. Its latest Form ADV filing, dated April 20, 2026, reports $265M in regulatory assets under management, 3 employees, and 406 accounts.
Assets Under Management
$265M
Employees
3
Offices
--
Total Clients
214
Primary office
CAMARILLO, CA
1200 PASEO CAMARILLO, SUITE 180, CAMARILLO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.8% of total clients.
Top client categories% of clientsClients
1
HNWI
67.8%
145
2
Individuals
18.2%
39
3
Corporations
6.5%
14
4
Charitable
4.2%
9
5
Pension Plans
2.8%
6
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$265Mas of April 20, 2026
Discretionary98.0%
$260M
98% of total RAUM98.0%
Non-discretionary2.0%
$5M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$265M
Total Accounts406
10Y AUM Change$-390M (-59.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee71:1
10Y Employee Change-8 (-72.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.