$268.8M Total AUM
$268.8M Disc. AUM
30.2% 3Y CAGR
3 Employees
92 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-08-2008
- Office Locations
- 2
Office Locations
9987 Carver Road Suite 120 Cincinnati OH
-- Chicago IL
About Schear Investment Advisers, LLC
Schear Investment Advisers, LLC is a Cincinnati-based RIA with 2 offices. The firm has been operating for 18 years. Managing $268.8M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$89.6M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
12.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
NEAL EUGENE SCHEAR
Chief Investment Officer, Manager, President
- CRD
- #5485454
- Ownership
- 75% or more
Available
Available
Available
K
KERINA MARIE GRAVES
ACCOUNT MANAGER, Chief Compliance Officer
- CRD
- #5485459
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
Jeffrey Neal Schear
--
- CRD
- #8189294
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,765,837 | $1,392,569 |
| Non-Discretionary | $0 | -- |
| Total | $268,765,837 | $1,392,569 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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