Scharf Investments, LLC

Scharf Investments, LLC (CRD# 105508) is a financial advisory firm headquartered in Scotts Valley, CA. They manage $5,118,026,785 in 2,640 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,118
    MILLION
  • Total Number of Accounts
    2,640
    ACCOUNTS
  • Average Account Value
    $1,938,647
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.

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

Financial Advisors at Scharf Investments, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Eric K. Lynch
CRD#: 4317945
5619 Scotts Valley Dr, Suite 140, Scotts Valley, CA 95066
98
Wealthminder
score

Eric Lynch (CRD# 4317945) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 13 years of experience in the finance industry.

2
Michael L. Allard
CRD#: 2461271
5619 Scotts Valley Dr, Suite 140, Scotts Valley, CA 95066
93
Wealthminder
score

Michael Allard (CRD# 2461271) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 23 years of experience in the finance industry.

3
Loren L. Kinczel
CRD#: 2772548
5619 Scotts Valley Dr, Suite 140, Scotts Valley, CA 95066
93
Wealthminder
score

Loren Kinczel (CRD# 2772548) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 7 years of experience in the finance industry.

4
Gabe J. Houston
CRD#: 5816779
5619 Scotts Valley Dr, Suite 140, Scotts Valley, CA 95066
90
Wealthminder
score

Gabe Houston (CRD# 5816779) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 6 years of experience in the finance industry.

5
Maria Kouzmenko
CRD#: 6033834
5619 Scotts Valley Dr, Suite 140, Scotts Valley, CA 95066
90
Wealthminder
score

Maria Kouzmenko (CRD# 6033834) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 5 years of experience in the finance industry.

6
Brian A. Krawez
CRD#: 2426387
5619 Scotts Valley Dr, Suite 140, Scotts Valley, CA 95066
90
Wealthminder
score

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

7
Deborah L. Robinson
CRD#: 2925401
5619 Scotts Valley Dr, Suite 140, Scotts Valley, CA 95066
90
Wealthminder
score

Deborah Robinson (CRD# 2925401) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 6 years of experience in the finance industry.

8
Kenneth M. Vander Kooi
CRD#: 2927188
5619 Scotts Valley Dr, Suite 140, Scotts Valley, CA 95066
90
Wealthminder
score

Kenneth Vander Kooi (CRD# 2927188) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 4 years of experience in the finance industry.

9
Riley Barr
CRD#: 5992701
5619 Scotts Valley Dr, Suite 140, Scotts Valley, CA 95066
89
Wealthminder
score

Riley Barr (CRD# 5992701) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 4 years of experience in the finance industry.

10
Lisa M. Pastushok
CRD#: 6319220
5619 Scotts Valley Dr, Suite 140, Scotts Valley, CA 95066
89
Wealthminder
score

Lisa Pastushok (CRD# 6319220) is an Investment Advisor Representative working at Scharf Investments, LLC in Scotts Valley, CA and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.