Schear Investment Advisers, LLC

Schear Investment Advisers, LLC (CRD# 146401) is a financial advisory firm headquartered in Cincinnati, OH. They manage $139,479,985 in 154 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9987 Carver Road, Suite 120, Cincinnati, OH 45242
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $905,714
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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 Cushman, financial advisor Cincinnati OH
Jessica M. Cushman
CRD#: 5610631
9987 Carver Road, Suite 120, Cincinnati, OH 45242

Jessica Cushman (CRD# 5610631) is an Investment Advisor Representative working at Schear Investment Advisers, LLC in Cincinnati, OH and has over 15 years of experience in the finance industry.

2
Kerina Graves, financial advisor Cincinnati OH
Kerina M. Graves
CRD#: 5485459
9987 Carver Road, Suite 120, Cincinnati, OH 45242

Kerina Graves (CRD# 5485459) is an Investment Advisor Representative working at Schear Investment Advisers, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.

3
Neal Schear, financial advisor Cincinnati OH
Neal E. Schear
CRD#: 5485454
9987 Carver Road, Suite 120, Cincinnati, OH 45242

Neal Schear (CRD# 5485454) is an Investment Advisor Representative working at Schear Investment Advisers, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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