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

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  • Form ADV Part I
  • Form ADV Part 2: Firm Brochure
  • Form CRS
  • Business Continuity Plan Summary
  • Proxy Voting Policy
  • Client Privacy Statement
As a fiduciary to our advisory clients we have a duty of loyalty and to always act in utmost good faith, place our clients' interests first and to make full and fair disclosure of all material facts, to include information about potential conflicts of interests.
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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 Hingham, 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.

Copyright © 2020 Bernzott Capital Advisors | All rights reserved
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