Schear Investment Advisers, Llc
- Regulatory AUM
- $269M
- Discretionary
- $269M
- Clients
- 92
- Avg AUM / client
- $2.9M
- Accounts
- 193
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 39 | $7.8M | 2.92% |
| High net worth individuals | 38 | $217M | 80.7% |
| Investment companies | 1 | $12.2M | 4.53% |
| Pension and profit sharing plans | 6 | $12.6M | 4.7% |
| Charitable organizations | 3 | $7.8M | 2.91% |
| Corporations and other businesses | 5 | $11.5M | 4.27% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $7.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Schear Investment Partners, Lp | Hedge Fund | Ohio | $7.3M | 12 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kerina Marie Graves | Account Manager/Chief Compliance Officer | Jan 2008 (19y) | 25% – 50% | |
| Neal Eugene Schear | Manager/ Chief Investment Officer | Jan 2008 (19y) | 75% or more | |
| Jeffrey Neal Schear | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $7.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Schear Investment Partners, Lp | Hedge Fund | $7.3M | $25.0K | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $269M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗