Schear Investment Advisers, LLC

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Client assets under management

$224,644,816

Clients

49% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,917,465

About

Schear Investment Advisers, LLC provides discretionary investment management and retirement plan consulting to individuals (including high‑net‑worth clients), business entities, trusts, pension and profit‑sharing plans, and charitable organizations, overseeing approximately $269 million in assets across its client base. The firm charges asset‑based advisory fees and offers financial plans and plan reviews to investment clients at no additional charge.

The firm’s investment approach combines quantitative, fundamental, technical, cyclical and economic analysis to drive model‑based portfolio decisions and strategic asset allocation, with ongoing monitoring and quarterly reporting. Portfolios generally pursue longer‑term objectives but the firm maintains flexibility to trade individual equities, ETFs and, in limited circumstances, options and margin; option and margin activity is primarily concentrated in its affiliated hedge fund and advisers’ personal accounts and is limited for outside accredited investors.

Schear is also the adviser to a private 3(c)(1) investment partnership and is affiliated with a separate investment management entity and an accounting firm, with key personnel allocating time across those businesses. The brochure discloses the potential for conflicts of interest arising from overlapping relationships and trading activities (including that fund trades may occur without regard to advisory client trading) and describes controls and disclosures intended to mitigate those conflicts.

Client services

Portfolio management Pension consulting

Expertise

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

Negotiated between 0.25% and 1.25% annually based on assets under management

Other

Minimum fee: $100/year or $25/quarterly for accounts under $10,000 per household (rarely charged) Fee-only: Investment advisory fees based on assets under management, no commissions accepted

Main office location

Schear Investment Advisers, LLC

9987 Carver Road, Suite 120

Cincinnati OH 45242, United States

Number of offices

Most active in

Illinois · Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

513-984-5700

Advisors at this firm

Kerina G

Series 65

Cincinnati, OH

Schear Investment Advisers, LLC

Kerina Graves is a financial advisor at Schear Investment Advisers, LLC with 18 years of industry experience. She holds the Series 65 designation and has worked at Schear Investment Advisers since 2008 and at Schear & Schear, CPAs since 2003. She is a general partner in a small investment partnership involving friends and family. Schear Investment Advisers provides discretionary investment management and securities advice to individual and institutional clients, focusing on long-term growth through fundamental and technical analysis. The firm manages portfolios concentrated in marketable securities and occasionally uses options and margin, serving clients with regular reviews and reporting.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired

Neal S

Series 65

Cincinnati, OH

Schear Investment Advisers, LLC

Neal Schear is a financial advisor at Schear Investment Advisers, LLC in Cincinnati, Ohio, with 18 years of industry experience. He holds a Series 65 designation and has been involved in investment management since 1980 through various entities, including Schear & Schear and Schear Capital Inc. Outside of his advisory role, he manages an investment partnership, Schear Investment Partners LP, dedicating significant time to its operations and investment decisions. Schear Investment Advisers, LLC provides discretionary investment management and securities advice to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm focuses on long-term growth through fundamental and technical analysis, concentrating portfolios in marketable securities such as equities, bonds, mutual funds, and ETFs, with occasional use of options and margin.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired

Jeffrey S

Series 65

Chicago, IL

Schear Investment Advisers, LLC

Jeffrey Schear is a financial advisor at Schear Investment Advisers, LLC in Chicago, IL. He holds a Series 65 designation and has been with the firm since 2025. Outside of advising, he owns and operates Jeff Schear Visuals, a commercial photography and video production business he started in 2008. Schear Investment Advisers, LLC provides discretionary investment management and securities advice to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm focuses on long-term growth through fundamental and technical analysis, managing portfolios concentrated in equities, bonds, mutual funds, and ETFs, with occasional use of options and margin.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired

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