Bernzott Capital Advisors, Inc.
(800) 856-2646
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About Us

Bernzott Capital Advisors is a value-oriented, boutique institutional investment advisory firm.

Our investment team is tenured and proven, averaging 25 years of investment experience.  We have successfully added value for clients since 1994 by adhering to a well defined investment philosophy and strategy.  Focusing on high quality, value-oriented businesses purchased at a significant discount to fair market value is time tested and repeatable. 

We are a member of the Investment Adviser Association (IAA) and follow its standards of practice.  Our employees  are committed to excellence and a “client first” philosophy.  We are 100% owned by employees and an employee related individual.

Client assets are held in individually segregated accounts at third party institutional custodians unrelated to us; we have investment discretion but do not take custody. Clients receive quarterly Portfolio Appraisal and Performance Reports, and other specialized reports as needed. We meet or speak with clients as desired.

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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