Schear Capital, Inc.

RIAState Registered
Total AUM
$12.2M
Discretionary
$12.2M
100% of AUM
Avg account
$12.2M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Blue Ash, Ohio
CRD number
283168
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Schear Capital, Inc. is a corporate-structured investment adviser organized in Ohio that operates as a hedge fund manager focused on pooled investment vehicles. The firm serves both individual/family and institutional clients and is owned by an individual. Its advisory work centers on portfolio management for pooled vehicles rather than on one-off wealth planning or pension consulting. Compensation includes a percentage-of-assets fee and performance-based fees, consistent with hedge-fund style arrangements. The firm does not position itself as an ESG investor and is not a multi-state adviser. Schear Capital lists industry affiliations with another investment adviser and with an accounting firm, indicating a small network of professional relationships that support its advisory and fund-administration needs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Blue Ash, OH

Hamilton

Location

Blue Ash, OH

Headquartered in Blue Ash, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
9987 Carver Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth