Schear Investment Advisers, LLC

Schear Investment Advisers, LLC is a registered investment adviser founded in January 2008 by Neal Schear and Kerina Graves. The firm specializes in providing investment services to individuals, high net worth individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. Clients are encouraged to actively participate in managing their investments, and the firm does not maintain custody of assets, which are held at Charles Schwab. As of December 31, 2024, the firm manages $236,640,204 on a discretionary basis. Fees range between 0.25% and 1.25% based on assets under management, with a minimum fee for accounts under $10,000. The firm does not charge performance-based fees. Investment strategies focus on long-term growth, primarily using fundamental and technical analysis of marketable securities. Clients have access to detailed quarterly reports and market commentary. Schear Investment Advisers, LLC has no disciplinary history and does not pay referral fees. The firm has discretion to manage client securities, and clients can choose to vote their own shares. The firm's financial condition is strong, with no history of bankruptcy. Neal Schear and Kerina Graves are the principal owners and partners of the firm, respectively, with additional roles in related entities.