SHARP INVESTMENTS, LLC
ORLANDO, FLORIDA

Sharp Investments, LLC is an investment firm founded in 1995 in Portland, Oregon. Established with a focus on fostering wealth creation through common stock investments and conservative value investing to preserve assets, the company prioritizes minimizing expenses for clients by utilizing deep discount brokers. Over the years, Sharp Investments has expanded its reach, now serving clients across ten states and three countries. Located in Orlando, Florida, the firm is officially registered with a filing number L13000018675 under the business classification FLAL. As of February 5, 2013, it was incorporated and remains active, reinforced by a reestablishment noted on December 1, 2015. In line with regulatory compliance, its latest annual report was filed on January 10, 2024. The firm is distinguished by its commitment to aligning the investment interests of its principals—namely Manager Heather Sharp—with those of its clients, ensuring both parties benefit from long-term investment opportunities in identical securities.