A complete list of active advisors currently associated with Schear Investment Advisors, Llc

Warmer can help you find a great advisor at Schear Investment Advisors, Llc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Schear Investment Advisors, Llc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.