Tech stack
No one at Scharf Investments, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $1.5B held · filed Aug 2024
U.S. Bank
Per Form ADV · $486M held · filed Aug 2024
BNY
Per Form ADV · $330M held · filed Aug 2024
Raymond James
Per Form ADV · $330M held · filed Aug 2024