RIA Intel›Advisers›California›BERNZOTT CAPITAL ADVISORS

BERNZOTT CAPITAL ADVISORS

Advisory

N·CAMARILLO, CA

Data as of Apr 20, 2026 · Source: SEC Form ADV

Total AUM

$265M

1-Year AUM Growth

-54.4%

3-Year CAGR

-36.1%

Employees

2

Assets Under Management

Total AUM$265M

Discretionary AUM$260M

Non-Discretionary AUM$5M

Discretionary %98%

Total Clients278

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)-40.0%

Filing History

Total Filings on Record70

First FilingNov 15, 2000

Latest FilingApr 20, 2026

🔒 Full AUM trend chart and 70 historical filings spanning 26+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BERNZOTT CAPITAL ADVISORS

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.