# Mears Money Management

Mears Money Management is an Asset Manager based in Miami, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2008
- **Assets under management:** Less than $100M (Altss estimate)
- **Website:** mearsmoneymanagement.com

## Regulatory record

- **CRD number:** 277163
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/277163

## About

MEARS MONEY MANAGEMENT is a state-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## People

- Patrick Mears — President

## Questions

### Who runs investment decisions at Mears Money Management?

Patrick Mears, the firm's president and founder, serves as the sole investment decision-maker. He has been associated with the firm since its 2008 registration and holds the applicable FINRA licenses. Public filings do not list any additional portfolio managers or an investment committee.

### How does Mears Money Management source its clients?

The firm does not disclose a formal business-development function. Its ADV filings indicate a retail-facing model reliant on referrals, with no institutional-sales staff, consultant-relations presence, or third-party marketing arrangements on record.

### Does Mears Money Management participate in fund commitments or only direct portfolios?

The firm constructs direct portfolios through separately managed accounts. It has no known history of committing to outside private funds, hedge funds, or venture-capital partnerships, and its regulatory record shows no pooled-investment-vehicle activity.

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- [MCTAGGART CAPITAL](https://altss.com/profile/mctaggart-capital-llc)
- [Med Capital Management](https://altss.com/profile/med-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/mears-money-management

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