SCHEAR INVESTMENT ADVISERS, LLC
Firm details
- Headquarters
- BLUE ASH, Ohio
- CRD number
- 146401
- Registered since
- May 9, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.66%
- Pension & Profit Sharing Plans4.7%
- Investment Companies4.53%
- Corporations / Businesses4.27%
- Individuals2.92%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Schear Investment Advisers, LLC is an SEC‑registered investment adviser organized as a limited liability company and launched in 2022. The firm is individually owned and manages portfolios for both high‑net‑worth individuals and families as well as institutional clients. Its fee model is a percentage of assets under management and its advisory services emphasize discretionary portfolio management for individuals, small businesses and institutional entities, plus pension consulting. The firm reports a preference for equity investments and does not identify as an active ESG investor.
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 Equities82%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
- State & Local Bonds1%
Contacts
3 of 3KERINA GRAVES
Investment AdviserCRD 5485459
NEAL SCHEAR
PresidentCRD 5485454
Jeffrey Schear
Investment Advisor RepresentativeCRD 8189294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$12.9M in ETFs
100%
$12.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $7.3M | 11,211 | 56.58% |
Location
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
Similar firms
FINANCIAL ROUNDS
RIABLUE ASH, OH
SCHMITT WEALTH ADVISERS, LLC
RIABLUE ASH, OH
RANDOLPH CO INC
RIABLUE ASH, OH
OCTAVIA WEALTH ADVISORS LLC
RIABLUE ASH, OH
SCHEAR CAPITAL, INC.
RIABLUE ASH, OH
TRUEPOINT, INC.
RIABLUE ASH, OH