← Tributary

SCHEAR INVESTMENT ADVISERS, LLC

CINCINNATI, OH · CRD 146401 · IAPD ↗ · 513-984-5700

$268.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — SCHEAR INVESTMENT ADVISERS, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — SCHEAR INVESTMENT ADVISERS, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — SCHEAR INVESTMENT ADVISERS, LLC reported RAUM up 70% ($139.5M -> $236.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.