Chief Compliance Officer/chief Executive Officer · Bernzott Capital Advisors
Mark A. Scott
CRD 5486613 · Named on Form ADV at one SEC-registered adviser
At a glance
Bernzott Capital Advisors, an SEC-registered wealth manager based in Camarillo, CA with $265 million in regulatory assets, lists Mark A. Scott on its Form ADV as Chief Compliance Officer/chief Executive Officer, a control person.
Firms and roles
- Bernzott Capital AdvisorsChief Compliance Officer/chief Executive OfficerWealth manager · Camarillo, CA · $265M in regulatory assets
AtlasMembers
Mark’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kevin BernzottFounder, Bernzott Capital Advisors
- Marilyn S. BernzottShareholder, Bernzott Capital Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.