Data / Investment advisers / Ohio / Clearstead; Clearstead Advisory Solutions
Clearstead; Clearstead Advisory Solutions, Cleveland, OH: $33.9 billion AUM, SEC registered investment adviser
Clearstead; Clearstead Advisory Solutions is an SEC registered investment adviser with its main office in Cleveland, Ohio and reports $33.9 billion in regulatory assets under management in its Form ADV filed July 31, 2026. Its clients include high net worth individuals, corporations and other businesses and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 105674
- SEC file number
- 801-33554
- SEC status
- Approved, effective December 29, 1988
- Legal name
- Clearstead Advisors, LLC
- Main office
- 1100 Superior Ave East Suite 700, Cleveland, OH 44114
- Phone
- (216) 621-1090
- Website
- clearstead.com
- Regulatory AUM
- $33,880,026,978 in the Form ADV filed July 31, 2026
- Discretionary AUM
- $25,942,901,349
- Non discretionary AUM
- $7,937,125,629
- Accounts
- 14,707
- Employees
- 280, of which 104 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Private funds
- 3: 3 private equity funds
- Gross assets of private funds
- $173,467,527
- Other offices
- 10
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2,175 | $20.50 billion |
| Corporations or other businesses | 468 | $10.36 billion |
| Pension and profit sharing plans | 22 | $2.05 billion |
| Individuals (other than high net worth individuals) | 2,136 | $782.6 million |
| Pooled investment vehicles | 3 | $173.5 million |
| State or municipal government entities | 3 | $6.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $33.88 billion | March 30, 2026 |
| December 1, 2025 | $24.29 billion | March 21, 2025 |
Other advisers in Cleveland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mai Capital Management, LLC | Cleveland | $52.10 billion | 33 | adviserinfo.sec.gov |
| Highland Consulting Associates Inc. | Cleveland | $21.93 billion | Not listed | adviserinfo.sec.gov |
| Townsend Holdings LLC | Cleveland | $19.64 billion | 37 | adviserinfo.sec.gov |
| Boyd Watterson Asset Management, LLC | Cleveland | $18.81 billion | 2 | adviserinfo.sec.gov |
| Cbiz Investment Advisory Services, LLC | Cleveland | $12.76 billion | Not listed | adviserinfo.sec.gov |
| Wellspring Family Office | Cleveland | $5.06 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cleveland, OH
- Investment advisers in Ohio
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Clearstead; Clearstead Advisory Solutions on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.