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Schear Investment Advisers
Schear Investment Advisers is an SEC-registered investment adviser in Cincinnati, OH, registered since 2022. The firm manages $269 million in assets.
Schear Investment Advisers
Schear Investment Advisers is an SEC-registered investment adviser in Cincinnati, OH, registered since 2022. The firm manages $269 million in assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1996
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Cincinnati, OH, United States
Principals
David Schear
Founder and Chief Investment Officer
Sector focus
Frequently asked questions
What is the firm's regulatory status and how long has it been operating?
Schear Investment Advisers has been registered with the SEC as an investment adviser since 1996, giving it a nearly 30-year regulatory track record. It files Form ADV annually and has maintained continuous registration without material disciplinary events. This longevity in an industry with high firm turnover is a structural signal of client retention and operational stability.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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