Scharf Investments, LLC

Scharf Investments, LLC (CRD# 105508) is a financial advisory firm headquartered in Los Gatos, CA. They manage $3,979,992,503 in 1,435 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,980
    MILLION
  • Total Number of Accounts
    1,435
    ACCOUNTS
  • Average Account Value
    $2,773,514
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Scharf Investments, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Daniel R. D'orazio
CRD#: 4818393
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

Daniel D'orazio (CRD# 4818393) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 4 years of experience in the finance industry.

2
George R. Gallucci
CRD#: 4782630
641 Escalona Drive, Santa Cruz, CA 95060

George Gallucci (CRD# 4782630) is an Investment Advisor Representative working at Scharf Investments, LLC in Santa Cruz, CA and has 1 year of experience in the finance industry.

3
Gabe J. Houston
CRD#: 5816779
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

Gabe Houston (CRD# 5816779) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 10 years of experience in the finance industry.

4
Sam M. Kanagawa
CRD#: 6548857
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

Sam Kanagawa (CRD# 6548857) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 6 years of experience in the finance industry.

5
Brian A. Krawez
CRD#: 2426387
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

Brian Krawez (CRD# 2426387) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has 1 year of experience in the finance industry.

6
Eric K. Lynch
CRD#: 4317945
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

Eric Lynch (CRD# 4317945) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 18 years of experience in the finance industry.

7
Robert E. Oquinn
CRD#: 6074316
Jacksonville, FL

Robert Oquinn (CRD# 6074316) is an Investment Advisor Representative working at Scharf Investments, LLC in Jacksonville, FL and has over 9 years of experience in the finance industry. Robert Oquinn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Deborah L. Robinson
CRD#: 2925401
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

Deborah Robinson (CRD# 2925401) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 10 years of experience in the finance industry.

9
Kenneth M. Vander Kooi
CRD#: 2927188
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

Kenneth Vander Kooi (CRD# 2927188) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 9 years of experience in the finance industry.

10
Evan C. Jones
CRD#: 5134573
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

Evan Jones (CRD# 5134573) is an Investment Advisor Representative working at Scharf Investments, LLC in Los Gatos, CA and has over 13 years of experience in the finance industry. Evan Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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