# Schear Investment Advisers, LLC

> Schear Investment Advisers, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 146401
- Filed as: SCHEAR INVESTMENT ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146401
- AdvisorCensus page: https://advisorcensus.com/firm/schear-investment-advisers-llc-cincinnati-oh-146401

## Quick answers

**How is Schear Investment Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Schear Investment Advisers, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Schear Investment Advisers, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Schear Investment Advisers, LLC located?**
Schear Investment Advisers, LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Schear Investment Advisers, LLC registered with the SEC or a state?**
Schear Investment Advisers, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 146401.

**How much does Schear Investment Advisers, LLC manage?**
Schear Investment Advisers, LLC reports $268,765,837 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary).

**How have Schear Investment Advisers, LLC's assets and staff changed since 2022?**
In the Form ADV data for Schear Investment Advisers, LLC: Regulatory assets under management: $112,495,422 in the October 2022 data and $268,765,837 in the October 2026 data, up 139%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Schear Investment Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (38); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Schear Investment Advisers, LLC use?**
Schear Investment Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Schear Investment Advisers, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146401

**Does Schear Investment Advisers, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "At this time, the Firm does not require a minimum investment to open or maintain an account with Schear Investment Advisers, LLC."

**What changed in Schear Investment Advisers, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in KY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)

> Most of the clients pay a fee between 0.25% and 1.25% based on assets under management depending on what is negotiated with the investment adviser.

> For most Retirement Plan engagements, the fees are between 0.25% and 1.25% based on a percentage of assets under management depending on what is negotiated with the investment adviser.

- Account minimum: None

> At this time, the Firm does not require a minimum investment to open or maintain an account with Schear Investment Advisers, LLC.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $268,765,837
- Discretionary: $268,765,837
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $7,847,121 |
| High net worth individuals | 38 | $216,797,695 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $12,176,496 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $12,636,577 |
| Charitable organizations | 3 | $7,820,764 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $11,487,184 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, KY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $112,495,422 | 3 | May 26, 2022 |
| October 2023 | $113,885,580 | 3 | February 21, 2023 |
| October 2024 | $139,479,985 | 3 | March 1, 2024 |
| October 2025 | $236,640,204 | 2 | February 18, 2025 |
| October 2026 | $268,765,837 | 3 | May 28, 2026 |

Regulatory assets under management: $112,495,422 in the October 2022 data and $268,765,837 in the October 2026 data, up 139%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in KY.

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $236,640,204 to $268,765,837 (+14%).

### December 2025
- Registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schear Investment Advisers, LLC (CRD 146401): Form ADV filing data as of October 2026.