A complete list of active advisors currently associated with Schear Investment Advisers, LLC

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

Schear Investment Advisers, LLC provides discretionary investment management and retirement plan consulting to individuals (including high‑net‑worth clients), business entities, trusts, pension and profit‑sharing plans, and charitable organizations, overseeing approximately $269 million in assets across its client base. The firm charges asset‑based advisory fees and offers financial plans and plan reviews to investment clients at no additional charge. The firm’s investment approach combines quantitative, fundamental, technical, cyclical and economic analysis to drive model‑based portfolio decisions and strategic asset allocation, with ongoing monitoring and quarterly reporting. Portfolios generally pursue longer‑term objectives but the firm maintains flexibility to trade individual equities, ETFs and, in limited circumstances, options and margin; option and margin activity is primarily concentrated in its affiliated hedge fund and advisers’ personal accounts and is limited for outside accredited investors. Schear is also the adviser to a private 3(c)(1) investment partnership and is affiliated with a separate investment management entity and an accounting firm, with key personnel allocating time across those businesses. The brochure discloses the potential for conflicts of interest arising from overlapping relationships and trading activities (including that fund trades may occur without regard to advisory client trading) and describes controls and disclosures intended to mitigate those conflicts.

To learn more about the advisors currently working at Schear Investment Advisers, 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.