Schear Investment Advisers, LLC
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Overview
Schear Investment Advisers, LLC is a financial advisor company that has its headquarters in Cincinnati, Ohio. The company administers $113.9 million in assets under management throughout 138 customer accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). It has a small group, including 3 financial advisors. Schear Investment Advisers, LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like equities, bonds and options.
Schear Investment Advisers, LLC oversees all of the company's accounts in a discretionary manner. Discretionary management signifies that transaction decisions for the client's account are made by a portfolio manager without needing client authorization. The advisory firm manages about $825,258 in assets for each account. An average advisor at Schear Investment Advisers, LLC administers around 46 client accounts, placing it towards the middle in terms of personalization.
The firm's main office is at 9987 Carver Road, Cincinnati, Ohio 45242. It is legally permitted to provide services to clients in the state of Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Schear Investment Advisers, LLC by the Numbers
$113.9 million
3
138
$825.3 thousand
Fee Structure
Financial management fees typically vary depending on which services the firm provides the client. Fees billed by the company typically consist of the following fee structure: asset-based. Schear Investment Advisers, LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a number of different clients. The company works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 138 clients, Schear Investment Advisers, LLC's biggest client by number of accounts is retail investors, though it also caters to 20 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 30.77%
- Other Individuals - 50.77%
- Corporations - 16.92%
- Charitable Organizations - 1.54%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Schear Investment Advisers, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Schear Investment Advisers, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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