← Directory
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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 4819 | 4807 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.