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Account Manager/chief Compliance Officer · Schear Investment Advisers, LLC

Kerina M. Graves

CRD 5485459 · Named on Form ADV at one SEC-registered adviser

At a glance

Schear Investment Advisers, LLC, an SEC-registered wealth manager based in Cincinnati, OH with $269 million in regulatory assets, lists Kerina M. Graves on its Form ADV as Account Manager/chief Compliance Officer.

Firms and roles

AtlasMembers

Kerina’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Neal E. SchearManager/ Chief Investment Officer, Schear Investment Advisers, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kerina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.