NS
Neal E. Schear
SCHEAR INVESTMENT ADVISERS
Cincinnati, OH 45242
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CRD#: 5485454
NS
Professional summary
Neal Eugene Schear is a registered financial advisor currently at SCHEAR INVESTMENT ADVISERS, LLC located in Cincinnati, Ohio and SCHEAR CAPITAL, INC. located in Cincinnati, Ohio.
Neal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Neal has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SCHEAR INVESTMENT PARTNERS LP-GENERAL AND LIMITED PARTNER. THIS IS AN INVESTMENT PARTNERSHIP STARTED IN MAY 2002. OFFICE AT 4866 COOPER ROAD CINCINNATI OHIO 45242. I SPEND APPROXIMATELY 40 HOURS PER MONTH INVOLVED WITH THIS BUSINESS OF WHICH 30 HOURS IS DURING THE TRADING DAY. I MANAGE ALL AFFAIRS OF THIS PARTNERSHIP AND WORK WITH THE OTHER INVESTMENT MANAGERS TO MAKE ALL INVESTMENT DECISIONS.
SCHEAR 12 PARTNERSHIP-GENERAL PARTNER. I OWN LESS THAN 10% AND SPEND VERY LITTLE TIME PER MONTH ON AFFAIRS OF THE BUSINESS. IT IS A SMALL INVESTMENT PARTNERSHIP MADE OF UP FRIENDS,FAMILY AND FELLOW EMPLOYEES STARTED IN 2006.
CRS (Client Relationship Summary) - RIA
Click below to view Neal Eugene Schear's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 8, 2008 - Present
SCHEAR INVESTMENT ADVISERS, LLC
Office #1: 9987 Carver Road Suite 120, Cincinnati, OH 45242RIA
CRD#: 146401
Cincinnati, OH
Current
February 3, 2017 - Present
SCHEAR CAPITAL, INC.
Office #1: 9987 Carver Road Suite 120, Cincinnati, OH 45242RIA
CRD#: 283168
Cincinnati, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SCHEAR INVESTMENT ADVISERS, LLC
SCHEAR INVESTMENT ADVISERS, LLC
CRD#: 146401 / SEC#: 801-124976
RIA
Registered Investment Advisory firm - (5/9/2022 Approved)Ohio
Registered Investment Advisory firm - (5/31/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(2/8/2008)
Current Firm
SI
SCHEAR INVESTMENT ADVISERS, LLC
SCHEAR INVESTMENT ADVISERS, LLC
CRD#: 146401 / SEC#: 801-124976
RIA
Registered Investment Advisory firm - (5/9/2022 Approved)Ohio
Registered Investment Advisory firm - (5/31/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9987 Carver Road Suite 120, Cincinnati, OH 45242
Mailing Address
Phone number
(513) 984-5700
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 171 |
| AUM (Assets Under Management) | $ 236,640,204 |
Red Flags
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Company Information
SCHEAR INVESTMENT ADVISERS, LLC
CRD#: 146401Cincinnati, OH 45242TRUST BUT VERIFY
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