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Shearer And Gray Investment Management LLC (Philadelphia)


Shearer And Gray Investment Management LLC is an adviser based in Philadelphia. It manages $23.6 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Pennsylvania.




Shearer And Gray Investment Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Shearer And Gray Investment Management: assets under management

The assets under management (AUM) of Shearer And Gray Investment Management LLC is $23.6 million. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.49 million in discretionary accounts and $14.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $316.45 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.05 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shearer And Gray Investment Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Philadelphia

The principal office where Shearer And Gray Investment Management LLC performs its advisory services is located at Suite 525, Two Logan Square, Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (215) 656-4384. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday.


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