RICK LEAR PART 2B

This brochure supplement provides information about Frederick Lear that supplements the Lear Investment Management brochure. You should have received a copy of that brochure. Please contact Frederick Lear if you did not receive Lear Investment Management’s brochure or if you have any questions about the contents of this supplement. Additional information about Frederick Lear is also available on the SEC’s website at www.adviserinfo.sec.gov. Lear Investment Management Form ADV Part 2B – Individual Disclosure Brochure for Frederick Lear Personal CRD Number: 2797286 Investment Adviser Representative 2911 Turtle Creek Blvd., Suite 920 Dallas, Texas 75219 214-445-5900 Rick@LearIM.com UPDATED: March 2026  Item 2: Educational Background and Business Experience Name: Born: 1974 Frederick Wayne Lear Educational Background: BA International Studies, Southern Methodist University - 1996 Business Background: 12/2014 - Present Lear Investment Management Managing Partner and CCO 08/2009 – 12/2014 Sloan Wealth Management Partner 03/2004 - 08/2009 Neuberger Berman Vice President Item 3: Disciplinary Information Frederick Lear has no disciplinary or legal events to disclose. Item 4: Other Business Activities Frederick Lear is not engaged in any investment-related business or occupation (other than this advisory firm). Item 5: Additional Compensation Frederick Lear does not receive any economic benefit from any person, company, or organization, other than Lear Investment Management in exchange for providing clients advisory services through Lear Investment Management.  Item 6: Supervision As the only owner and representative of Lear Investment Management, Frederick Lear supervises all activities of the firm. Frederick Lear adheres to all required regulations regarding the activities of an Investment Adviser Representative and follows all policies and procedures outlined in the firm’s policies and procedures manual, including the Code of Ethics, and appropriate securities regulatory requirements. Item 7: Requirements for State-Registered Advisers Frederick Lear has not been found liable in an arbitration claim, nor has he been found liable in a civil, self-regulatory organization, or administrative proceeding. Frederick Lear has not been the subject of a bankruptcy petition.