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CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
Legal name: CLEARSTEAD ADVISORS, LLC
CRD 105674File 801-33554
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$33.88B
Top 10% of cohort (national)
Discretionary AUM
$25.94B
Non-discretionary $7.94B
Clients
4,807
14,707 accounts
Employees
280
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 29, 1988
- Principal office
- 1100 SUPERIOR AVE EAST, SUITE 700, CLEVELAND, OH, 44114
- Phone
- 216-621-1090
- Website
- HTTP://WWW.clearstead.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $33.88B
- Discretionary AUM
- $25.94B
- Non-discretionary AUM
- $7.94B
- Discretionary accounts
- 12,837
- Non-discretionary accounts
- 1,870
- Total accounts
- 14,707
- AUM per client
- $7.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 468 | $10.36B |
| High net worth individuals | 2,175 | $20.50B |
| Pooled investment vehicles | 3 | $173.5M |
| Pension and profit sharing plans | 22 | $2.05B |
| State or municipal government entities | 3 | $6.5M |
| Individuals (other than high net worth individuals) | 2,136 | $782.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 4,819 | 4,807 | decreased by12 |
| Apr 1, 2026 | Employees | 223 | 280 | increased by57 |
| Apr 1, 2026 | Clients | 4,635 | 4,819 | increased by184 |
| Apr 1, 2026 | AUM | $24,294,182,322 | $33,880,026,978 | increased by$9,585,844,656 |
| Apr 1, 2026 | Accounts | 12,144 | 14,707 | increased by2,563 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 91 | 223 | increased by132 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,095 | 4,635 | increased by3,540 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $11,225,683,077 | $24,294,182,322 | increased by$13,068,499,245 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,576 | 12,144 | increased by7,568 |
| Apr 1, 2022 | Clients | 822 | 1,095 | increased by273 |
| Apr 1, 2022 | AUM | $7,162,977,375 | $11,225,683,077 | increased by$4,062,705,702 |
| Apr 1, 2022 | Accounts | 3,357 | 4,576 | increased by1,219 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLEARSTEAD; CLEARSTEAD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLEARSTEAD; CLEARSTEAD” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.