Schear Capital, Inc.

RIASEC Registered
Total AUM
$12.2M
Discretionary
$12.2M
100% of AUM
Avg account
$12.2M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Blue Ash, Ohio
CRD number
283168
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Schear Capital, Inc. is organized as a corporation and operates as a hedge-fund–style adviser that primarily serves individual and family clients. The firm provides portfolio management for pooled investment vehicles and charges both a percentage-of-assets fee and performance-based fees. It is not positioned as a broad capital allocator; instead its regulatory profile and fund activity indicate a focus on managing at least one pooled vehicle internally. Schear Capital does not identify as an active ESG investor. Reported industry relationships include ties to another investment adviser and an accounting firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Neal Schear

    PresidentCRD 5485454

  • Kerina Graves

    Investment AdviserCRD 5485459

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Blue Ash, OH

Hamilton

Location

Blue Ash, OH

Headquartered in Blue Ash, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
9987 Carver Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth