Victor Berlizov
Investment adviser representative at Cottonwood Capital Advisors
11 yearsExperience
1 stateRegistered in
$347.3MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cottonwood Capital AdvisorsJul 2025 to now
- B&t Advisors, LLCDec 2024 to now
- Farrell & Hardeman. LLCAug 2023 to Dec 2024
- Cbiz, Inc.Nov 2022 to Aug 2023
- Bakc, LLPFeb 2021 to Nov 2022
- Toombs, Hall & Foster LLPJan 2015 to Feb 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cottonwood Capital Advisors
Legal name: Cottonwood Ventures, LLC
$347.3MAssets managed
210Clients
1Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8114576
- Firm CRD
- 322366