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SCHEAR INVESTMENT ADVISERS, LLC
CRD 146401 · SEC 801-124976
9987 CARVER ROAD, SUITE 120, CINCINNATI, OH, 45242, United States
Phone
513-984-5700
Fax
513-792-3702
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$268.8M
Discretionary AUM
$268.8M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $7.8M |
| High net worth individuals | 38 | $216.8M |
| Investment companies | 1 | $12.2M |
| Pension/profit sharing plans | 6 | $12.6M |
| Charitable organizations | 3 | $7.8M |
| Corporations/business entities | 5 | $11.5M |
States served
IL, KY, OH
Official SEC filing: View on IAPD