SEC-Registered Investment Adviser
Clearstead; Clearstead Advisory Solutions
Legal name: Clearstead Advisors, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated July 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- December 29, 1988
- Principal office
- 1100 Superior Ave East, Suite 700, Cleveland, OH 44114
- Organized as
- Limited Liability Company, OH
- Fiscal year end
- December
- Other offices
- 10
- Website
- HTTP://WWW.clearstead.com
Scale
- Regulatory AUM
- $33.9B
- Discretionary / non-discretionary
- $25.9B / $7.9B
- Attributable to non-US clients
- $90.7M
- Accounts
- 14,707
- Clients
- 12
- Employees
- 280, 104 in advisory roles
- Private funds advised
- 3
- Private fund gross assets
- $173.5M
- Fund types
- 3 private equity funds
- Funds with Form D records
- 2 issuers in AltStreet's ledger, $228.2M reported sold across them
- Client assets in custody
- $15.6B (2,220 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting, selection of other advisers, publication of periodicals or newsletters and other advisory activities
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees and other
- Client types
- individuals (other than high net worth) (2,136); high net worth individuals (2,175); pooled investment vehicles (3); pension and profit sharing plans (22); state or municipal government entities (3); corporations or other businesses (468); other (12)
- Related persons include
- a trust company
- Wrap fee program
- Sponsors or manages a wrap fee program
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (July 31, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
2 issuers in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from January 29, 2025 to May 21, 2026. 1 offering is still raising on the latest filing. Reported sold across them: $228.2M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2025 | 2 | $228.2M | 170 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.