John Mallozzi
Bourgeon Capital Management · Darien, Connecticut
John Mallozzi is a fee-only financial advisor at Bourgeon Capital Management in Darien, Connecticut. Bourgeon Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Executives
- Mid-life transitions
- Ultra high net worth
- Multi-generational families
- Divorced individuals
- Founders
Facts
| Firm | Bourgeon Capital Management |
|---|---|
| Based in | Darien, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Assets under management | $1.28B across 315 accounts |
| SEC registration | Investment adviser representative in CT · CRD 4562250 |
| Exams passed | Series 63 (2002) · Series 66 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.bourgeoncapital.com |
| Profile |
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Questions about John
Is John Mallozzi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Bourgeon Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Bourgeon Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does John charge?
According to Bourgeon Capital Management's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is John Mallozzi based?
John Mallozzi is based in Darien, Connecticut.
Is John Mallozzi registered with the SEC?
Yes. John Mallozzi is registered as an investment adviser representative in CT (CRD 4562250), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bourgeon Capital Management manage?
Bourgeon Capital Management reports $1.28B across 315 accounts in assets under management.
How do I contact John Mallozzi?
Through John's website, www.bourgeoncapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bourgeon Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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