Curtis Joel Deboni
Investment Adviser Representative at Bernzott Capital Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Curtis Joel DeBoni is an investment adviser representative with Bernzott Capital Advisors in Camarillo, CA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CSU Channel IslandsOct 2017 – no end date reportedCamarillo, CA
- CSU Channel IslandsDec 2010 – Sep 2017Camarillo, CA
- Bernzott Capital AdvisorsApr 2026 – no end date reportedCamarillo, CA
- Bernzott Capital AdvisorsNov 2023 – Apr 2026Camarillo, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bernzott Capital Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers investment management with a concentrated, value-oriented approach, as well as financial planning services including retirement plans, tax plans, 401(k) and 403(b) planning, college plans, and estate plans. Investment products include common stock, bonds, IRAs, brokerage accounts, government securities, and variable annuities. Insurance services include disability income, life, and long-term-care insurance.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Camarillo, CA
- Founded:
- 1994
- SEC file number:
- 801-56940
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 20, 2026
View full firm profileOther advisors at Bernzott Capital Advisors
2 other advisors in the directory
Similar advisors in Camarillo, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Curtis Joel Deboni has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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