SCHEAR INVESTMENT ADVISERS, LLC

other names
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Adviser Profile
As of Date 03/01/2024
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 3
Registration Ohio, Terminated, 05/31/2022
Other registrations (1)
AUM* 139,479,985 22.47%
of that, discretionary 139,479,985 22.47%
Private Fund GAV* 7,347,463 25.24%
Avg Account Size 905,714 9.75%
% High Net Worth 36.00% 17.00%
SMA’s No
Private Funds 1
Contact Info 513 xxxxxxx

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
114M 98M 81M 65M 49M 33M 16M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$7,347,463

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Brochure Summary

Overview

Schear Investment Advisers, LLC provides investment services to individuals, high net worth individuals, business entities such as Corporations and Partnerships, pension and profit-sharing plans, trusts, estates and charitable organizations for a fee, discussed in Item 5. The firm was started in January, 2008 by Neal Schear and Kerina Graves. Neal Schear is a principal owner owning 25% or more in the firm. Kerina Graves is also a partner in the firm owning 25%. Schear Investment Advisers, LLC manages investment accounts, furnishes advice about securities. Investment advice is tailored to the individual client's needs based on various criteria discussed with the client and deemed appropriate for the individual's situation. Clients are always encouraged to take an active role in the management of their investments.
Schear Investment Advisers, LLC does not maintain custody of the assets. All assets are held at Charles Schwab in the client's name. The firm has the authority to place trades in these accounts, request disbursements such as required minimum distributions for IRAs, and to deduct investment advisory fees from the accounts based on authority given to the firm by the client. As of December 31, 2023, Schear Investment Advisers, LLC manages $139,479,985.00 on a discretionary basis. This amount does not include the assets of partners of the company or their families. The principal owner, Neal E. Schear, also manages $7,347,463 as of 12/31/23 in securities that are owned by a partnership which operates as a "hedge fund". This partnership, Schear Investment Partners, L.P., operates separately from the advisory business.