Overview
Assets Under Management: $237 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 30
Average Client Assets: $6 million
Frequently Asked Questions
SCHEAR INVESTMENT ADVISERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146401), SCHEAR INVESTMENT ADVISERS, LLC is subject to fiduciary duty under federal law.
SCHEAR INVESTMENT ADVISERS, LLC is headquartered in CINCINNATI, OH.
SCHEAR INVESTMENT ADVISERS, LLC serves 30 high-net-worth clients according to their SEC filing dated November 19, 2025. View client details ↓
According to their SEC Form ADV, SCHEAR INVESTMENT ADVISERS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SCHEAR INVESTMENT ADVISERS, LLC manages $237 million in client assets according to their SEC filing dated November 19, 2025.
According to their SEC Form ADV, SCHEAR INVESTMENT ADVISERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.74
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 171
Discretionary Accounts: 171
Regulatory Filings
CRD Number: 146401
Filing ID: 2025831
Last Filing Date: 2025-11-19 10:54:23
Website: 0