Schear Investment Advisors, Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$224,644,816
Clients
77
Advisors
3
of 3 employees
About
Schear Investment Advisors, LLC is an SEC‑registered investment adviser that provides discretionary portfolio management, financial planning (at no additional fee) and retirement‑plan consulting to individuals (including high‑net‑worth clients), business entities, trusts, estates and charitable organizations. The firm reports $268,765,837 in discretionary assets under management and serves roughly 77 client relationships through a small advisory team.
Schear’s investment process combines quantitative, fundamental, technical and economic analysis to identify investments for primarily long‑term equity‑focused portfolios, while permitting occasional short‑term trades, option strategies and the use of margin in limited circumstances. The firm generally manages accounts on a discretionary basis, conducts ongoing performance and exposure reviews, and provides periodic reporting and plan‑level services for retirement plans.
What distinguishes Schear from many peers is that it also serves as adviser to a private investment partnership (Schear Investment Partners, L.P.) and its principals hold roles in affiliated entities, including an accounting practice (Schear & Schear CPAs) and Schear Capital, Inc., with some client overlap across those businesses. The brochure discloses the potential conflicts arising from those affiliations—such as sequencing of trades between the private fund and advisory accounts—and describes policies and disclosures the firm uses to address those conflicts.
Client services
Expertise
Fee options
Negotiated between 0.25% and 1.25% annually based on assets under management
Minimum fee: $100/year or $25/quarterly for accounts less than $10,000 per household Fee-only: Asset-based fee investment management; no commissions accepted.
Main office
9987 Carver Road, Suite 120
Cincinnati OH 45242
Advisors at this office
3
Most active in
Illinois · Kentucky · Ohio
Also doing business as
Schear Investment Advisers, LLC · Schear Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kerina G
Series 65
Cincinnati, OH
Schear Investment Advisors, Llc
Kerina Graves is a Series 65 licensed advisor with Schear Investment Advisors, LLC, where she has worked since 2008, totaling 18 years of industry experience. She also has over two decades of experience with Schear & Schear, CPAs. Outside of her advisory work, she is a general partner in WEGAS Investments, LP, a small investment partnership formed among friends and family. Schear Investment Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages primarily long-term equity-focused portfolios using a combination of quantitative, fundamental, technical, and economic analysis.
Neal S
Series 65
Cincinnati, OH
Schear Investment Advisors, Llc
Neal Schear is a financial advisor at Schear Investment Advisors, LLC with 18 years of industry experience. He holds a Series 65 credential and has been involved with Schear Investment Advisors since 2008. He is also a general partner in Schear Investment Partners LP, an investment partnership he manages with other investment managers. Schear Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a multi-faceted investment approach combining quantitative, fundamental, technical, and economic analysis, primarily focusing on long-term equity portfolios with some flexibility for short-term trades and option strategies.
Jeffrey S
Series 65
Cincinnati, OH
Schear Investment Advisors, Llc
Jeffrey Schear is an adviser at Schear Investment Advisors, LLC in Cincinnati, OH, holding a Series 65 designation. He has been with the firm since 2025 and also operates Jeff Schear Visuals, a commercial photography and video production business. Schear Investment Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, business entities, and charitable organizations. The firm manages primarily long-term equity-focused portfolios using a combination of quantitative, fundamental, technical, and economic analysis.
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