Schear Investment Advisers

Schear Investment Advisers is a traditional registered investment adviser (RIA), not a single-family office. The firm manages assets for multiple unrelated clients — individuals, families, and small institutions — rather than pooled family capital. Its ADV filings consistently report a diversified client base with discretionary accounts as the primary service model.

The firm's public disclosures point to a long-only, allocation-driven approach centered on large-cap US equities, fixed income, and passive index strategies. There is no evidence of private-market, venture, or direct-deal activity — it is a liquid-markets shop. Client portfolios are typically discretionary, with investment policy statements guiding individual allocations.

There is no public record of the firm participating in direct private deals, venture rounds, or co-investment syndicates. Its strategy appears confined to liquid, publicly traded securities and fixed-income instruments. Allocators seeking access to private markets would need to look outside Schear's mandate.

David Schear, the founder, serves as Chief Investment Officer and is the central decision-maker. The firm's small-team structure means investment committee layers are minimal — portfolio decisions likely flow directly through Schear. He has maintained continuous oversight since the firm's 1996 founding.

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.