BERNZOTT CAPITAL ADVISORS

1200 Paseo Camarillo
Suite 180
Camarillo, California 93010
Tel: 800-856-2646

About BERNZOTT CAPITAL ADVISORS

BERNZOTT CAPITAL ADVISORS, formally registered with the SEC as BERNZOTT CAPITAL ADVISORS. The firm was established in 10/29/1999. They have over 1 offices throughout the country.

BERNZOTT CAPITAL ADVISORS is a Camarillo, California based Financial Planning firm with nearly $311,084,205 assets under management, offering retirement planning & investment advisory services to 375 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104583
SEC#	801-56940
Assets Managed by Firm	$311,084,205
No. of Clients	375
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	375	$311,084,205
Individuals (other than high net worth individuals)	113	$70,245,565
High net worth individuals	50	$131,294,195
Pension and profit sharing plans	8	$16,763,948
Charitable organizations	9	$26,076,074
Corporations or other businesses	2	$960,110

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FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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