AdFi
AT

ACT TWO INVESTORS LLC

SEC Registered

The financial services industry often promises more than it delivers.

, https://acttwoinvestors.com831-226-2915
Assets Under Management
$500M–$1B
Employees
1
Office Locations
1 office
Total Accounts
311

About the firm

Act Two Investors LLC is a Registered Investment Advisor whose goal is to add measurable value to client accounts over the course of a stock market cycle.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net Worth

Areas of expertise

Registered Investment AdvisorStock MarketPortfolio Management

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)46$11M
High Net Worth Individuals260$627M
Charitable Organizations5$9.6M

0 total clients reported on Form ADV.

Leadership

Jeffrey Robert Scharf
MANAGER, CCO

Office locations

1 office in 1 states
HQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#294046
SEC Number
801-112940
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACT TWO INVESTORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
ACT TWO INVESTORS LLC in , | AdvisorFinder