Bernzott Capital Advisors
Bernzott Capital Advisors is an SEC-registered wealth manager in Camarillo, CA with $265.4M assets under management (AUM, regulatory AUM), -7% over one year. See who owns Bernzott Capital Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104583, SEC 801-56940, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $265.4M (2026-04-20)
- Firm type
- Wealth Manager
- Location
- Camarillo, CA
- Employees
- 3
- Clients
- 213
- CRD
- 104583
- Ownership
- EUCKER, DALE, ANNE; SCHOUTEN, RANDALL, ANTHONY; OLSEN, PRISCILLA, ANN; DEMARTINO, PETER, DOMINIC; RUTHERFORD, DENELLE
How much AUM does Bernzott Capital Advisors have?
Bernzott Capital Advisors reported $265.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns Bernzott Capital Advisors?
Disclosed owners and executives of Bernzott Capital Advisors include EUCKER, DALE, ANNE, SCHOUTEN, RANDALL, ANTHONY, OLSEN, PRISCILLA, ANN, DEMARTINO, PETER, DOMINIC, RUTHERFORD, DENELLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.