Scharf Investments, LLC

Scharf Investments, LLC (CRD# 105508) is a financial advisory firm headquartered in Los Gatos, CA. They manage $4,540,586,379 in 1,603 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,541
    MILLION
  • Total Number of Accounts
    1,603
    ACCOUNTS
  • Average Account Value
    $2,832,555
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
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, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, 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 6 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 12 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 8 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 19 years of experience in the finance industry.

7
Robert E. O'quinn
CRD#: 6074316
Jacksonville, FL

Robert O'quinn (CRD# 6074316) is an Investment Advisor Representative working at Scharf Investments, LLC in Jacksonville, FL and has over 11 years of experience in the finance industry.

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 12 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 10 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 15 years of experience in the finance industry.

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