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| Clearstead Advisors LLC
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|
|---|---|
| CRD # | 105674 |
| SEC # | 801-33554 |
| CIK # | 0000842775 |
| AUM | $33.9 B (2026-03-30) |
| Employees | 280 (37% Investors, 0% Brokers) |
| Phone | 216-621-1090 |
| Address | 1100 Superior Ave East Cleveland, OH 44114 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Paccar Inc | 0.6 | ||
| Microsoft Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Clearaccess Fund LP | [2026-03-30] | 0.0 | 47.1 |
| PE | Smartsheet SPV LLC | [2025-03-20] | 8.0 | 7.8 |
| PE | Clearstead Global Equity Fund LLC | 2024-03-26 | 118.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,136 | 0.8 |
| (b) Individuals (high net worth individuals) | 2,175 | 20.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.2 |
| (g) Pension and profit sharing plans | 22 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 468 | 10.4 |
| (n) Other | 12 | 0.0 |
| Total | 14,707 | 33.9 |
| By Discretionary | ||
| Discretionary | 12,837 | 25.9 |
| Non-Discretionary | 1,870 | 7.9 |
| Total | 14,707 | 33.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 33.8 | |
| Total | 14,707 | 33.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Maroon | 6 | 4 | ||
| Matthew Talbot | 10 | 2 | ||
| Keith Vernon | 4 | 2 | ||
| Chelsea Luzier | 2 | 2 | ||
| Cameron Lamarche | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000842775] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
E Fund Management Hong Kong Co Limited
✚
|
15.7 | |
|
Evercore Wealth Management LLC
✚
|
NY | 15.5 |
|
Laird Norton Wetherby Wealth Management LLC
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|
WA | 12.2 |
|
Soltis Investment Advisors LLC
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UT | 12.0 |
|
Bridges Investment Management Inc
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NE | 11.3 |
|
Altair Advisers LLC
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|
IL | 9.8 |
|
H M Payson & Co
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|
ME | 9.1 |
|
BIP Wealth LLC
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|
GA | 5.3 |
|
LNW Wealth Management LLC
✚
|
WA | 4.5 |
|
Trillium Asset Management LLC
✚
|
MA | 4.3 |