RIA IntelAdvisersOhioSCHEAR CAPITAL, INC.

SCHEAR CAPITAL, INC.

Advisory

CINCINNATI, OH

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account
$12M
across 1 accounts
AUM per adviser
$6M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$12M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

MEV VALUE LLC
$12M
GREAT LAKES FINANCING, LLC
BEACHWOOD, OH
$12M
JMI FINANCIAL SERVICES, INC
ROCKY RIVER, OH
$12M
-60.0% 1Y
UNRIVALED WEALTH MANAGEMENT
$12M
BEECHWOOD CAPITAL MANAGEMENT, INC.
CINCINNATI, OH
$12M
PROVIDENCE FINANCIAL SERVICES, LLC
ROCKY RIVER, OH
$13M

Get the full picture on SCHEAR CAPITAL, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SCHEAR CAPITAL, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans