# Schear Investment Advisers

Schear Investment Advisers is a Bank / Wealth / Trust based in Cincinnati, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Founded:** 1996
- **Assets under management:** $100M – $500M (Altss estimate)
- **Website:** schearadvisory.com

## Regulatory record

- **CRD number:** 146401
- **SEC file number:** 801-124976
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146401

## About

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.

## Sectors

- Financial Services

## People

- David Schear — Founder and Chief Investment Officer

## 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.

## Related profiles

- [Schörghuber Group](https://altss.com/profile/sch-rghuber-group)
- [Schechter Investment Advisors](https://altss.com/profile/schechter-investment-advisors)

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

Canonical page: https://altss.com/profile/schear-investment-advisers

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