Schear Investment Advisors, LLC
Firm details
- Headquarters
- Blue Ash, Ohio
- CRD number
- 146401
- Registered since
- May 9, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.66%
- Pension & Profit Sharing Plans4.7%
- Investment Companies4.53%
- Corporations / Businesses4.27%
- Individuals2.92%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Schear Investment Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2022) and charges clients on a percentage-of-assets-under-management basis. Its stated advisory activities include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm is not characterized as a capital allocator or an active ESG investor, and it reports limited multistate activity. Corporate affiliations indicate involvement beyond advisory services — including roles as sponsor, general partner, or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 156Active vs passive
$397M in ETFs
96%
$382M
3%
$15.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $23.5M | 30,839 | 5.93% |
Location
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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