Schear Capital, Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
2 of 2Neal Schear
PresidentCRD 5485454
Kerina Graves
Investment AdviserCRD 5485459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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