Gabe J. Houston

SCHARF INVESTMENTS

Los Gatos, CA 95032

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CRD#: 5816779

Professional summary

Gabe J. Houston, who also goes by Gabriel Jonathan Houston, is a registered financial advisor currently at SCHARF INVESTMENTS, LLC located in Los Gatos, California.

Gabe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Gabe has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gabriel Jonathan Houston

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabe J. Houston's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 9, 2011 - Present

SCHARF INVESTMENTS, LLC

Office #1: 16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

RIA

CRD#: 105508

Los Gatos, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHARF INVESTMENTS, LLC

SCHARF INVESTMENTS | SCHARF JEFFREY ROBERT | SCHARF INVESTMENTS, LLC

CRD#: 105508 / SEC#: 801-18799

RIA

Registered Investment Advisory firm - (5/6/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/9/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/7/2011

Uniform Investment Adviser Law Examination

Current Firm

SCHARF INVESTMENTS, LLC

SCHARF INVESTMENTS | SCHARF JEFFREY ROBERT | SCHARF INVESTMENTS, LLC

CRD#: 105508 / SEC#: 801-18799

RIA

Registered Investment Advisory firm - (5/6/1983 Approved)

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Contact information

Main Address

16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

Mailing Address

Phone number

(831) 429-6513

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,523
AUM (Assets Under Management)	$ 4,227,121,971

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/17/2025	Cover Page	Report
01/17/2025	Cover Page	Report
09/09/2024	Cover Page	Report
10/30/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gabe J. Houston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabe J. Houston's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHARF INVESTMENTS, LLC

Primary Firm SEC Registration

SCHARF INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2011

Current Firm

SCHARF INVESTMENTS, LLC

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SCHARF INVESTMENTS, LLC

TRUST BUT VERIFY

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