9AT: SCHEAR INVESTMENT ADVISERS, LLC

other names

SCHEAR INVESTMENT ADVISERS, LLC

Adviser Profile

As of Date	03/25/2026
Registration	SEC, Approved, 05/09/2022
Other registrations (1)	Ohio, Terminated, 05/31/2022
ADV Location	CINCINNATI, OH, United States
Contact Info	513 xxxxxxx

AUM^*	268,765,837 93%
of that, discretionary	268,765,837 93%
Private Fund GAV^*	12,180,866 29%
Avg Account Size	1,392,569 54%
% High Net Worth	41.30% 15%
SMA’s	No
Private Funds	1

Adviser Type

- Large advisory firm

Number of Employees 3 50%

of those in investment advisory functions 3 50%

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

SEC Fund Type	Count	GAV
Fund TypeHedge Fund	Count1	GAV$12,180,866

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser COURANT INVESTMENT MANAGEMENT LLC	Hedge Fund133.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV133.3m	AUM133.3m	#Funds1
Adviser CENTERSTAR ASSET MANAGEMENT, LLC	Hedge Fund138.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV138.6m	AUM138.6m	#Funds3
Adviser GENERAL EQUITY HOLDINGS LP	Hedge Fund577.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV577.9m	AUM310.4m	#Funds3
Adviser CONSCIOUS ENDEAVORS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM112.9m	#Funds-
Adviser SIZEMORE CAPITAL MANAGEMENT, LLC	Hedge Fund25.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV25.1m	AUM109.4m	#Funds10
Adviser SEPHIRA INVESTMENT ADVISORS (UK) LIMITED	Hedge Fund94.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV94.3m	AUM124.2m	#Funds2
Adviser THOMPSON DAVIS ASSET MANAGEMENT	Hedge Fund4.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.1m	AUM211.3m	#Funds1
Adviser OFF THE CHAIN CAPITAL, LLC	Hedge Fund321.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV321.9m	AUM321.0m	#Funds2
Adviser LONG WALK MANAGEMENT LP	Hedge Fund486.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV486.6m	AUM603.6m	#Funds3
Adviser BRANDYWINE ASSET MANAGEMENT	Hedge Fund52.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV52.0m	AUM150.0m	#Funds1

Brochure Summary

Overview

Schear Investment Advisers, LLC provides investment services to individuals, high net worth individuals, business entities such as Corporations and Partnerships, pension and profit-sharing plans, trusts, estates and charitable organizations for a fee, discussed in Item 5. The firm was started in January, 2008 by Neal Schear and Kerina Graves. Neal Schear is a principal owner owning 25% or more in the firm. Kerina Graves is also a partner in the firm owning 25%. Schear Investment Advisers, LLC manages investment accounts, furnishes advice about securities. Investment advice is tailored to the individual client's needs based on various criteria discussed with the client and deemed appropriate for the individual's situation. Clients are always encouraged to take an active role in the management of their investments.

Schear Investment Advisers, LLC does not maintain custody of the assets. All assets are held at Charles Schwab in the client's name. The firm has the authority to place trades in these accounts, request disbursements such as required minimum distributions for IRAs, and to deduct investment advisory fees from the accounts based on authority given to the firm by the client. As of December 31, 2023, Schear Investment Advisers, LLC manages $139,479,985.00 on a discretionary basis. This amount does not include the assets of partners of the company or their families. The principal owner, Neal E. Schear, also manages $7,347,463 as of 12/31/23 in securities that are owned by a partnership which operates as a "hedge fund". This partnership, Schear Investment Partners, L.P., operates separately from the advisory business.

SCHEAR INVESTMENT ADVISERS, LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview