SCHARF INVESTMENTS, LLC
SEC RegisteredSafeguard Your Future
About the firm
Scharf Investments, LLC is an investment advisory firm founded in 1983 with $4.2 billion in assets under management. The firm believes in downside risk management as the cornerstone of successful long-term investing, focusing on low valuation, earnings stability, and concentrated portfolios. It serves both private wealth clients and institutional investors through separately managed accounts and mutual funds.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management through separately managed accounts and mutual funds; financial planning; tax planning; estate planning; lifelong guidance covering wealth transfer and legacy wishes; and retirement decisions. Mutual fund minimums start at $5,000–$10,000, with separately managed accounts available for accredited investors.
Who they serve
Individuals, family offices, corporations, endowments and foundations, including established investors/high-net-worth families and early stage investors, as well as advisors and institutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 1,314 | $1.4B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 11 | $26M |
| State/Municipal Entities | 18 | — |
| Insurance Companies | 9 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SCHARF INVESTMENTS, 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.
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