Bernzott Capital Advisors, Inc.
(800) 856-2646
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A Disciplined Approach, Proven Results.

Established in 1994 and registered with the U.S. Securities and Exchange Commission, we are independent money managers for institutional, intermediary and private clients.

Our investment philosophy is fundamentally based and  time tested.  Derived from years of experience, our "edge" is employing an investment process that identifies high quality businesses with shareholder friendly management teams trading at a significant discount to our fair market value estimate. 

Risk can be defined a number of ways.  We define risk as a permanent loss of capital.  With this in mind, we take a focused approach when constructing client portfolios and invest with a long-term, partner mindset.  The investment strategies we manage are  focused in nature and conviction-weighted.  We believe value will be realized with time and patience.        

"We identify and invest in high quality companies trading at attractive prices. Over time, this strategy has generated superior risk-adjusted returns relative to our benchmarks and the broader market."
– Kevin Bernzott, Founder & Chairman

This site is only intended for clients and interested investors residing in states and countries in which Bernzott Capital Advisors is qualified to conduct investment advisory services.

Bernzott Capital Advisors is an SEC registered investment adviser located in Lakeway, TX with offices in Camarillo, CA, and Boston, MA. We may only transact business in those states or countries in which we are registered, or qualify for an exemption or exclusion from registration requirements. For non-clients of the firm, Bernzott Capital Advisors' website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact us at (800) 856-2646 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Bernzott Capital Advisors does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Bernzott Capital representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

There are no express or implied warranties with respect to this or any linked site.

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