Kerina Graves is a registered investment advisor at Schear Capital, INC., based in Cincinnati, OH, with 18 years of industry experience. Kerina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $9.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Schear Capital charges an annual fee of 1.25% of the hedge fund's net asset value, calculated at the end of each quarter. This fee covers all operating expenses except for annual audit fees. They may also receive a performance-based fee of 15% of net capital appreciation exceeding 12% annualized, but this hasn't been paid since 2007.
Location
9987 Carver Road, Suite 120, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kerina is a general partner in Wegas Investments, LP, a small investment partnership of friends and family since 2005. She owns less than 10% and spends minimal time per month on the business.
Employment History
Current Registrations
Schear Capital, INC.
Schear Investment Advisers, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.