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

More Retirement Planning firms in Cincinnati, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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