Bernzott Capital Advisors

BERNZOTT CAPITAL ADVISORS is a California-based company with a team of 9 employees, including 4 advisors. The number of clients served is undisclosed. As of October 1999, the firm has been approved by the SEC and is registered to operate.

• BERNZOTT CAPITAL ADVISORS PROFIT SHARING PLAN

  SHAREHOLDER owns more than 50% but less than 75%

• HANS THOMAS WALSH

  CHIEF OPERATING OFFICER/CCO owns less than 5%

• KEVIN BERNZOTT

  CHAIRMAN & FOUNDER owns more than 25% but less than 50%

• MARILYN STEVENS BERNZOTT

  SHAREHOLDER owns more than 10% but less than 25%

• SCOTT THOMAS LARSON

  VICE PRESIDENT & CIO owns less than 5%

• THOMAS ANTHONY DERSE

  PRESIDENT & CHIEF FINANCIAL OFFICER owns less than 5%

• Summit Wealth Management Group Inc

• Bernzott Capital Advisors Q4 2022 vs. Q1 2023 13F Holdings Comparison

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