# BERNZOTT CAPITAL ADVISORS

BERNZOTT CAPITAL ADVISORS of CAMARILLO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 104583
- Type: SEC-registered investment adviser
- SEC file number: 801-56940
- Location: 1200 PASEO CAMARILLO, SUITE 180, CAMARILLO, CA, 93010
- Phone: 800-856-2646
- Latest filing: 2026-04-20
- Regulatory AUM: $265.4M
- Discretionary AUM: $260.2M
- Non-discretionary AUM: $5.2M
- Clients: 3
- Accounts: 406

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| Scott Alexander | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | Exton, PA |
| Kevin Bernzott | FOUNDER | — |
| Marilyn Stevens Bernzott | SHAREHOLDER | — |
| Mark Alexander Scott | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | — |
| STEELE PATRICK STORM | SENIOR VICE PRESIDENT | — |
| OLSEN DENISE ANN | CHIEF FINANCIAL OFFICER; DIRECTOR | — |
| SCHOUTEN RANDALL ANTHONY | DIRECTOR | — |
| BERNZOTT KEVIN | CEO; CHAIRMAN & CEO; CHAIRMAN/CEO (+8 more) | — |
| BANKS PETER FRANK | DIRECTOR; OWNER/PARTICIPANT; PRESIDENT & CHIEF INVESTMENT OFFICER (+1 more) | — |
| EUCKER DALE ANNE | DIRECTOR; DIRECTOR, SECRETARY; VICE PRESIDENT & OPERATIONS MANAGER | — |
| SIMON PRISCILLA ANN | CFO; CHIEF FINANCIAL OFFICER; DIRECTOR, OFFICER, TREASURER (+1 more) | — |
| DERSE THOMAS ANTHONY | CHIEF FINANCIAL OFFICER; DIRECTOR; PRESIDENT (+2 more) | — |
| MURPHY MARGARET ANN | DIRECTOR & ASSISTANT COMPLIANCE OFFICER | — |
| RUTHERFORD DENELLE | DIRECTOR | — |
| WALSH HANS THOMAS | CCO; CHIEF OPERATING OFFICER/CCO; DIRECTOR (+2 more) | — |
| GREELY SEAN MICHAEL | MANAGING DIRECTOR | — |
| SCHOUTEN MARGARET ANN | DIRECTOR; DIRECTOR & ASSISTANT COMPLIANCE OFFICER | — |
| GATES JEFFREY ROBERT | CCO | — |
| BERNZOTT MARILYN STEVENS | OWNER; SHAREHOLDER | — |
| LARSON SCOTT THOMAS | DIRECTOR; VICE PRESIDENT; VICE PRESIDENT & CIO | — |
| BLAIS BRUCE ALAN | DIRECTOR; DIRECTOR, VICE PRESIDENT | — |
| RUTHERFORD DENELLE ELIZABETH | DIRECTOR | — |
| DEMARTINO PETER DOMINIC | DIRECTOR | — |
| RHODS MADELINE EUGENIA | DIRECTOR | — |
| LORETTO KATHLEEN ANDREA | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104583/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104583/similar
- Related entities: https://search.stillhousedata.com/firm/104583/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104583

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.