Schear Investment Advisers, LLC
Schear Investment Advisers, LLC is an SEC-registered wealth manager in Cincinnati, OH with $268.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Schear Investment Advisers, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146401, SEC 801-124976, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $268.8M (2026-05-28)
- Firm type
- Wealth Manager
- Location
- Cincinnati, OH
- Employees
- 3
- Clients
- 91
- CRD
- 146401
- Ownership
- SCHEAR, NEAL, EUGENE; GRAVES, KERINA, MARIE
How much AUM does Schear Investment Advisers, LLC have?
Schear Investment Advisers, LLC reported $268.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Schear Investment Advisers, LLC?
Disclosed owners and executives of Schear Investment Advisers, LLC include SCHEAR, NEAL, EUGENE, GRAVES, KERINA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.