Schear Investment Advisers, LLC
Schear Investment Advisers, LLC is an SEC-registered investment adviser headquartered in Cincinnati, Ohio. The firm manages portfolios for individuals (including high net worth clients), pension/profit sharing plans, charitable organizations, and some corporate accounts. As of early 2025, Schear Investment Advisers manages approximately $236.6 million in assets across about 154 client accounts, with a staff typically reported between 2 to 3 employees, all focused on investment management. It is closely linked operationally and by location to Schear & Schear, a CPA and retirement planning practice. Founded in or before 2011, the firm offers personalized portfolio management and advisory services.
Investment Strategy
Schear Investment Advisers manages discretionary portfolios focused on large-cap public equities, concentrated in high-quality, growth-oriented stocks. They diversify across major sectors and manage risk via careful security selection, with a focus on outperforming benchmarks over the long term. Their client base includes high net worth individuals and institutional clients—service is highly personalized, often integrated with retirement planning and tax-efficient strategies.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.13% | $18.3M | 97,890 | $43.88 | $186.58 | +$2.9M |
A AVGO | BROADCOM INC | 6.44% | $14.5M | 43,849 | $131.78 | $329.91 | +$2.3M |
S SPY | SPDR S&P 500 ETF TR | 4.35% | $9.8M | 14,656 | $608.29 | $666.18 | +$241.8K |
G GOOGL | ALPHABET INC | 4.01% | $9.0M | 37,060 | $121.09 | $243.10 | +$2.5M |
M MSFT | MICROSOFT CORP | 3.49% | $7.8M | 15,130 | $298.04 | $517.95 | +$407.8K |