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 independent, SEC‑registered registered investment adviser organized as an LLC and owned by an individual. The firm bills clients on a percentage‑of‑AUM basis and lists portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting among its advisory services. Its client mix includes both individual/family and institutional relationships. The firm does not identify as an active ESG investor and is not described as a multi‑state adviser in the provided data.
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 5Active vs passive
$15.2M in ETFs
100%
$15.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $4.7M | 6,342 | 31.08% |
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
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