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SCHEAR INVESTMENT ADVISERS, LLC
9987 Carver Road
Suite 120
Cincinnati, Ohio 45242
Tel: 513-984-5700
About SCHEAR INVESTMENT ADVISERS, LLC
SCHEAR INVESTMENT ADVISERS, LLC, formally registered with the SEC as SCHEAR INVESTMENT ADVISERS, LLC. The firm was established in 05/09/2022. They have over 1 offices throughout the country.
SCHEAR INVESTMENT ADVISERS, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $236,640,204 assets under management, offering retirement planning & investment advisory services to 171 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146401 |
| SEC# | 801-124976 |
| Assets Managed by Firm | $236,640,204 |
| No. of Clients | 171 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 171 | $236,640,204 |
| Individuals (other than high net worth individuals) | 39 | $11,073,897 |
| High net worth individuals | 30 | $181,600,031 |
| Pension and profit sharing plans | 6 | $10,058,074 |
| Charitable organizations | 2 | $14,799,026 |
| Corporations or other businesses | 3 | $9,663,835 |
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