Schear Capital, Inc.
Firm details
- Headquarters
- Blue Ash, Ohio
- CRD number
- 283168
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Schear Capital, Inc. is a corporate-structured investment adviser organized in Ohio that operates as a hedge fund manager focused on pooled investment vehicles. The firm serves both individual/family and institutional clients and is owned by an individual. Its advisory work centers on portfolio management for pooled vehicles rather than on one-off wealth planning or pension consulting. Compensation includes a percentage-of-assets fee and performance-based fees, consistent with hedge-fund style arrangements. The firm does not position itself as an ESG investor and is not a multi-state adviser. Schear Capital lists industry affiliations with another investment adviser and with an accounting firm, indicating a small network of professional relationships that support its advisory and fund-administration needs.
Assets & Accounts
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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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