Wealth manager, independent · Cincinnati, OH
Schear Investment Advisers, LLC
SEC-registered investment adviser · CRD 146401 · SEC 801-124976
At a glance
Schear Investment Advisers, LLC is an SEC-registered investment adviser based in Cincinnati, Ohio, with $269 million in regulatory assets under management as of its Form ADV filed May 28, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 77 individual clients. By Form ADV it is a wealth manager, ranked 4,750th of 8,915 wealth managers and 10,727th of 17,210 SEC-registered advisers by assets.
Main office 513-984-5700As filed on Form ADV
- Regulatory AUM
- $269M
- Rank among wealth managers
- #4,750 of 8,915
- Rank among all SEC RIAs
- #10,727 of 17,210
- Rank in Ohio
- #249 of 403
- Individual clients
- 77
- High-net-worth clients
- 38
- Accounts
- 193
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Neal E. SchearManager/ Chief Investment Officer
- Kerina M. GravesAccount Manager/chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 38 | $217M | 81% |
| Pension and profit sharing plans | 6 | $13M | 5% |
| Investment companies | 1 | $12M | 5% |
| Corporations or other businesses | 5 | $11M | 4% |
| Individuals | 39 | $8M | 3% |
| Charitable organizations | 3 | $8M | 3% |
Private funds
Schear Investment Advisers, LLC reports 1 private funds with $12M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Schear Investment Advisers, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Schear Investment Advisers, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 6,448 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Schear Investment Advisers, LLC manage?
Schear Investment Advisers, LLC reports $269 million in regulatory assets under management across 193 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 28, 2026.
What kind of firm is Schear Investment Advisers, LLC?
Schear Investment Advisers, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Schear Investment Advisers, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($217 million, 38 clients); pension and profit sharing plans ($13 million, 6 clients); investment companies ($12 million, 1 clients).
Does Schear Investment Advisers, LLC manage private funds?
Yes. It reports 1 private funds with $12 million in gross assets, including hedge funds.
Does Schear Investment Advisers, LLC have any disciplinary history?
Schear Investment Advisers, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Schear Investment Advisers, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →