Schear Investment Advisers, LLC

Schear Investment Advisers, LLC (CRD# 146401) is a financial advisory firm headquartered in Cincinnati, OH. They manage $26,027,617 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $520,552
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Schear Investment Advisers, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jessica M. Cushman
CRD#: 5610631
4695 Lake Forest Drive, Suite 300, Cincinnati, OH 45242
93
Wealthminder
score

Jessica Cushman (CRD# 5610631) is an Investment Advisor Representative working at Schear Investment Advisers, LLC in Cincinnati, OH and has over 8 years of experience in the finance industry.

2
Kerina M. Graves
CRD#: 5485459
4695 Lake Forest Drive, Suite 300, Cincinnati, OH 45242
93
Wealthminder
score

Kerina Graves (CRD# 5485459) is an Investment Advisor Representative working at Schear Investment Advisers, LLC in Cincinnati, OH and has over 8 years of experience in the finance industry.

3
Neal E. Schear
CRD#: 5485454
4695 Lake Forest Drive, Suite 300, Cincinnati, OH 45242
93
Wealthminder
score

Neal Schear (CRD# 5485454) is an Investment Advisor Representative working at Schear Investment Advisers, LLC in Cincinnati, OH and has over 8 years of experience in the finance industry.

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