Active
BERNZOTT CAPITAL ADVISORS
Investment Advice|CAMARILLO, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$285.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 279.2M |
| Non-Discretionary | 6.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 104583 |
| SEC Number | 801-56940 |
| Street Address | 1200 PASEO CAMARILLO |
| Street Address 2 | SUITE 180 |
| Location | CAMARILLO, CA 93010 |
| Country | United States |
| Phone | 800-856-2646 |
| Fax | 805-389-9456 |
| Total Employees | 4 |
Client Count by Type (278 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 180 |
| Individuals (other than H… | 79 |
| Pension/Profit Sharing Pl… | 8 |
| Charitable Organizations | 8 |
| Corporations/Businesses | 2 |
| Other Investment Advisers | 1 |
Community Partners
CITY OF CAMARILLO
CITY OF FILLMORE
CITY OF MOORPARK
CITY OF OJAI
CITY OF OXNARD
CITY OF PORT HUENEME
CITY OF SAN BUENAVENTURA
CITY OF SANTA PAULA
COUNTY OF VENTURA
CITY OF CAMARILLO
CITY OF FILLMORE
CITY OF MOORPARK
CITY OF OJAI
CITY OF OXNARD
CITY OF PORT HUENEME
CITY OF SAN BUENAVENTURA
CITY OF SANTA PAULA
COUNTY OF VENTURA
CITY OF CAMARILLO
CITY OF FILLMORE
CITY OF MOORPARK
CITY OF OJAI
CITY OF OXNARD
CITY OF PORT HUENEME
CITY OF SAN BUENAVENTURA
CITY OF SANTA PAULA
COUNTY OF VENTURA
Municipal Government
9 Active
9
Organizations
ARROYO SANTA ROSA VALLEY BASIN GROUNDWATER SUSTAINABILITY AGENCY
BARDSDALE PUBLIC CEMETERY DIST
BEACH EROSION AUTH FOR CLEAN OCEANS AND NOURISHMENT
BELL CANYON COMMUNITY SERVICES DISTRICT
BLACK GOLD COOP LIBRARY SYSTEM
BLANCHARD-SANTA PAULA PUBLIC LIBRARY DISTRICT
California Statewide Communities Development Authority CFD No 2018-01
CALLEGUAS MUNICIPAL WATER DIST
CAMARILLO HEALTH CARE DISTRICT
CAMROSA WATER DISTRICT
CASITAS MUNICIPAL WATER DISTRICT
CHANNEL ISLAND BEACH COMMUNITY SERVICES DIST
COASTAL SCHOOLS EMPLOYEE BENEFITS ORGANIZATION
CONEJO OPEN SPACE CONSERVATION AGENCY
CONEJO RECREATION AND PARK DISTRICT
FILLMORE AND PIRU GROUNDWATER SUSTAINABILITY AGENCY
FILLMORE PIRU MEMORIAL DISTRICT
FOX CANYON GROUNDWATER MGT AGENCY
GOLD COAST TRANSIT
HIDDEN VALLEY MUNICIPAL WATER DISTRICT
ARROYO SANTA ROSA VALLEY BASIN GROUNDWATER SUSTAINABILITY AGENCY
BARDSDALE PUBLIC CEMETERY DIST
BEACH EROSION AUTH FOR CLEAN OCEANS AND NOURISHMENT
BELL CANYON COMMUNITY SERVICES DISTRICT
BLACK GOLD COOP LIBRARY SYSTEM
BLANCHARD-SANTA PAULA PUBLIC LIBRARY DISTRICT
California Statewide Communities Development Authority CFD No 2018-01
CALLEGUAS MUNICIPAL WATER DIST
CAMARILLO HEALTH CARE DISTRICT
CAMROSA WATER DISTRICT
CASITAS MUNICIPAL WATER DISTRICT
CHANNEL ISLAND BEACH COMMUNITY SERVICES DIST
COASTAL SCHOOLS EMPLOYEE BENEFITS ORGANIZATION
CONEJO OPEN SPACE CONSERVATION AGENCY
CONEJO RECREATION AND PARK DISTRICT
FILLMORE AND PIRU GROUNDWATER SUSTAINABILITY AGENCY
FILLMORE PIRU MEMORIAL DISTRICT
FOX CANYON GROUNDWATER MGT AGENCY
GOLD COAST TRANSIT
HIDDEN VALLEY MUNICIPAL WATER DISTRICT
ARROYO SANTA ROSA VALLEY BASIN GROUNDWATER SUSTAINABILITY AGENCY
BARDSDALE PUBLIC CEMETERY DIST
BEACH EROSION AUTH FOR CLEAN OCEANS AND NOURISHMENT
BELL CANYON COMMUNITY SERVICES DISTRICT
BLACK GOLD COOP LIBRARY SYSTEM
BLANCHARD-SANTA PAULA PUBLIC LIBRARY DISTRICT
California Statewide Communities Development Authority CFD No 2018-01
CALLEGUAS MUNICIPAL WATER DIST
CAMARILLO HEALTH CARE DISTRICT
CAMROSA WATER DISTRICT
CASITAS MUNICIPAL WATER DISTRICT
CHANNEL ISLAND BEACH COMMUNITY SERVICES DIST
COASTAL SCHOOLS EMPLOYEE BENEFITS ORGANIZATION
CONEJO OPEN SPACE CONSERVATION AGENCY
CONEJO RECREATION AND PARK DISTRICT
FILLMORE AND PIRU GROUNDWATER SUSTAINABILITY AGENCY
FILLMORE PIRU MEMORIAL DISTRICT
FOX CANYON GROUNDWATER MGT AGENCY
GOLD COAST TRANSIT
HIDDEN VALLEY MUNICIPAL WATER DISTRICT
Special District
58 Active
58
Organizations
BRIGGS SCH DIST
FILLMORE UNIFIED SCH DIST
HUENEME ELEM SCH DIST
MESA UNION ELEM SCH DIST
MOORPARK UNIFIED SCH DIST
MUPU SCHOOL DISTRICT
OAK PARK UNIFIED SCHOOL DIST
OCEAN VIEW SCHOOL DISTRICT
OJAI UNIFIED SCH DIST
OXNARD SCHOOL DISTRICT
OXNARD UNION H SCH DIST
PLEASANT VALLEY SCHOOL DISTRICT
PLEASANT VALLEY SCHOOL DISTRICT EDUCATIONAL FACILITIES CORP
RIO ELEM SCH DIST
SANTA CLARA ELEM SCH DIST
SANTA PAULA UNIFIED SCHOOL DISTRICT
SIMI VALLEY UNIFIED SCH DIST
SOMIS UNION ELEM SCH DIST
VENTURA CHARTER SCHOOL OF ARTS AND GLOBAL EDUCATION
VENTURA COUNTY COMMUNITY COLLEGE DISTRICT
BRIGGS SCH DIST
FILLMORE UNIFIED SCH DIST
HUENEME ELEM SCH DIST
MESA UNION ELEM SCH DIST
MOORPARK UNIFIED SCH DIST
MUPU SCHOOL DISTRICT
OAK PARK UNIFIED SCHOOL DIST
OCEAN VIEW SCHOOL DISTRICT
OJAI UNIFIED SCH DIST
OXNARD SCHOOL DISTRICT
OXNARD UNION H SCH DIST
PLEASANT VALLEY SCHOOL DISTRICT
PLEASANT VALLEY SCHOOL DISTRICT EDUCATIONAL FACILITIES CORP
RIO ELEM SCH DIST
SANTA CLARA ELEM SCH DIST
SANTA PAULA UNIFIED SCHOOL DISTRICT
SIMI VALLEY UNIFIED SCH DIST
SOMIS UNION ELEM SCH DIST
VENTURA CHARTER SCHOOL OF ARTS AND GLOBAL EDUCATION
VENTURA COUNTY COMMUNITY COLLEGE DISTRICT
BRIGGS SCH DIST
FILLMORE UNIFIED SCH DIST
HUENEME ELEM SCH DIST
MESA UNION ELEM SCH DIST
MOORPARK UNIFIED SCH DIST
MUPU SCHOOL DISTRICT
OAK PARK UNIFIED SCHOOL DIST
OCEAN VIEW SCHOOL DISTRICT
OJAI UNIFIED SCH DIST
OXNARD SCHOOL DISTRICT
OXNARD UNION H SCH DIST
PLEASANT VALLEY SCHOOL DISTRICT
PLEASANT VALLEY SCHOOL DISTRICT EDUCATIONAL FACILITIES CORP
RIO ELEM SCH DIST
SANTA CLARA ELEM SCH DIST
SANTA PAULA UNIFIED SCHOOL DISTRICT
SIMI VALLEY UNIFIED SCH DIST
SOMIS UNION ELEM SCH DIST
VENTURA CHARTER SCHOOL OF ARTS AND GLOBAL EDUCATION
VENTURA COUNTY COMMUNITY COLLEGE DISTRICT
School District
22 Active
22
Organizations
13 WISHES FOUNDATION
143 COLLECTIVE
1983 FOUNDATION
1 HEART AT A TIME INC
1ST US VOLUNTEERS ASSOCIATON
20091465 TRANSFORMATION PROJECT
20TH CENTURY ONYX CLUB INC
2EDIFY A MINISTRY OF DAVID KILPATRICK
314 SANTA PAULA LODGE
404 FOUNDATION INC
48 HOURS THEATRE INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
13 WISHES FOUNDATION
143 COLLECTIVE
1983 FOUNDATION
1 HEART AT A TIME INC
1ST US VOLUNTEERS ASSOCIATON
20091465 TRANSFORMATION PROJECT
20TH CENTURY ONYX CLUB INC
2EDIFY A MINISTRY OF DAVID KILPATRICK
314 SANTA PAULA LODGE
404 FOUNDATION INC
48 HOURS THEATRE INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
13 WISHES FOUNDATION
143 COLLECTIVE
1983 FOUNDATION
1 HEART AT A TIME INC
1ST US VOLUNTEERS ASSOCIATON
20091465 TRANSFORMATION PROJECT
20TH CENTURY ONYX CLUB INC
2EDIFY A MINISTRY OF DAVID KILPATRICK
314 SANTA PAULA LODGE
404 FOUNDATION INC
48 HOURS THEATRE INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
3545 Active
3545
Organizations
Community Partners131 organizations
ARROYO SANTA ROSA VALLEY BASIN GROUNDWATER SUSTAINABILITY AGENCY
Special District·CAMARILLO
BARDSDALE PUBLIC CEMETERY DIST
Special District·FILLMORE
BELL CANYON COMMUNITY SERVICES DISTRICT
Special District·BELL CANYON
CASITAS MUNICIPAL WATER DISTRICT
Special District·OAK VIEW
FILLMORE PIRU MEMORIAL DISTRICT
Special District·FILLMORE
HIDDEN VALLEY MUNICIPAL WATER DISTRICT
Special District·MOORPARK
MEINERS OAKS COUNTY WATER DISTRICT
Special District·OJAI
OJAI VALLEY SANITARY DISTRICT
Special District·OJAI
OJAI WATER CONSERVATION DIST
Special District·OJAI
OXNARD DRAINAGE DISTRICT 1
Special District·OXNARD
OXNARD DRAINAGE DISTRICT 2
Special District·OXNARD
PIRU CEMETERY DISTRICT
Special District·PIRU
PLEASANT VALLEY CO WATER DIST
Special District·CAMARILLO
PLEASANT VALLEY RECREATION AND PARK DISTRICT
Special District·CAMARILLO
PORT HUENEME HOUSING AUTHORITY
Special District·PORT HUENEME
PORT HUENEME WATER AGENCY
Special District·PORT HUENEME
SANTA PAULA HOUSING AUTHORITY
Special District·SANTA PAULA
SATICOY SANITARY DISTRICT
Special District·OXNARD
Simi Valley CFD No 2004-1
Special District
SIMI VALLEY PUBLIC CEMETERY DISTRICT
Special District·SIMI VALLEY
Simi Valley Public Financing Authority
Special District
Thousand Oaks CFD No 1988-1
Special District
Thousand Oaks CFD No 1990-1
Special District
Thousand Oaks CFD No 1994-1
Special District
Thousand Oaks CFD No 1997-1
Special District
Thousand Oaks Public Financing Authority
Special District
VENTURA CO SCHS SELF FUNDING AUTHORITY
Special District·CAMARILLO
PLEASANT VALLEY SCHOOL DISTRICT
School District·CAMARILLO
VENTURA CHARTER SCHOOL OF ARTS AND GLOBAL EDUCATION
School District·VENTURA
VENTURA COUNTY COMMUNITY COLLEGE DISTRICT
School District·MOORPARK
13 WISHES FOUNDATION
Nonprofit Organization·CAMARILLO
143 COLLECTIVE
Nonprofit Organization·VENTURA
1983 FOUNDATION
Nonprofit Organization·Ventura
1 HEART AT A TIME INC
Nonprofit Organization·SIMI VALLEY
1ST US VOLUNTEERS ASSOCIATON
Nonprofit Organization·Ventura
20091465 TRANSFORMATION PROJECT
Nonprofit Organization·Newbury Park
20TH CENTURY ONYX CLUB INC
Nonprofit Organization·OXNARD
2EDIFY A MINISTRY OF DAVID KILPATRICK
Nonprofit Organization·camarillo
314 SANTA PAULA LODGE
Nonprofit Organization·SANTA PAULA
404 FOUNDATION INC
Nonprofit Organization·CAMARILLO
48 HOURS THEATRE INC
Nonprofit Organization·Simi Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ventura
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fillmore
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ventura
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ventura
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Camarillo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Paula
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Simi Valley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Paula
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·ventura
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Newbury Park
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ventura
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ojai
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ventura
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ojai
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·FILLMORE
4-H CLUBS & AFFILIATED4-H ORGANIZATIONS
Nonprofit Organization·Ojai
4-H CLUBS AFFILIATED4-H ORGANIZATIONS
Nonprofit Organization·Ventura
4 KIDS 2 KIDS
Nonprofit Organization·VENTURA
4 OUR PLANET
Nonprofit Organization·Ventura
6 18 PROJECT INC
Nonprofit Organization·Ventura
805 BULLY FRIENDS AND FAMILY
Nonprofit Organization·Simi Valley
805 ROWING CLUB INC
Nonprofit Organization·Simi Valley
805 SPORTS
Nonprofit Organization·Simi Valley
805 WARHAWKS ATHLETICS INC
Nonprofit Organization·VENTURA
809 FIGHT 4 AWARENESS
Nonprofit Organization·Ventura
86014 VENTURA COUNTY USBC YOUTH
Nonprofit Organization·Ventura
9969 FOUNDATION INC
Nonprofit Organization·MOORPARK
A-7 CORSAIR II ASSOCIATES INC
Nonprofit Organization·CAMARILLO
AARON JUDGE ALL RISE FOUNDATION
Nonprofit Organization·VENTURA
ABANDONED TERRIER RESCUE ASSOCIATION INC
Nonprofit Organization·SOMIS
ABINGDON
Nonprofit Organization·Simi Valley
ABOLISH CHILD TRAFFICKING INC
Nonprofit Organization·CAMARILLO
ABOLISH SLAVERY NOW
Nonprofit Organization·Oxnard
Abound Missionary Services Inc
Nonprofit Organization·Ventura
ABOVEBEYONDORDINARYPEOPLE
Nonprofit Organization·OXNARD
ABUNDANT HOPE INC
Nonprofit Organization·Simi Valley
ABUNDANT LIFE GROUP INC
Nonprofit Organization·OXNARD
ACADEMY OF CULTURAL ARTS
Nonprofit Organization·Ventura
ACCESS HOUSE CHURCHES INC
Nonprofit Organization·Ventura