Schear Investment Advisers, LLC
● SEC registered since 2022CRD 146401SEC# 801-124976Cincinnati, OH
Ranks #4,728 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$268.8M
Fund GAV
$12.2M
Private funds
1
Employees
3
Accounts
193
Location
Cincinnati, OH
Schear Investment Advisers, LLC assets under management
Schear Investment Advisers, LLC is an investment advisory firm registered with the SEC based in Cincinnati, OH. The firm has been registered since 2022. It reports $268.8 million in regulatory assets under management and employs 3 people. Schear Investment Advisers, LLC manages 1 private fund with combined gross assets of $12.2 million, including Schear Investment Partners, LP. By regulatory assets, it ranks 4,728 of 6,004 private fund managers.
Schear Investment Advisers, LLC private funds
1 funds · $12.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Schear Investment Partners, LP | Hedge | $12.2M | $25K |
Schear Investment Advisers, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kerina Marie Graves | Account Manager/Chief Compliance Officer | 25-50% | 2008 |
| Neal Eugene Schear Control | Manager/ Chief Investment Officer | Over 75% | 2008 |
Frequently asked questions
How much does Schear Investment Advisers, LLC manage?
Schear Investment Advisers, LLC reports $268.8 million in regulatory assets under management on its Form ADV.
How many private funds does Schear Investment Advisers, LLC manage?
Schear Investment Advisers, LLC manages 1 private funds with combined gross assets of $12.2 million.
How many employees does Schear Investment Advisers, LLC have?
Schear Investment Advisers, LLC reports 3 employees.
Where is Schear Investment Advisers, LLC located?
Schear Investment Advisers, LLC is based in Cincinnati, OH and has been SEC-registered since 2022.
Does Schear Investment Advisers, LLC disclose fund performance?
Schear Investment Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9987 Carver Road, Suite 120, Cincinnati, OH 45242 |
| Phone | 513-984-5700 |
| Fax | 513-792-3702 |
| Office hours | 8:30 a.m.-5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$268.8M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
AUM vs fund managersTop 79%
Larger than 21% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$268.8Mregulatory AUM
Discretionary $268.8M
Service providers
Auditor
Custodian