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| Clearstead Advisors LLC
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| |
|---|---|
| CRD # | 105674 |
| SEC # | 801-33554 |
| CIK # | 0000842775 |
| AUM | $22.4 BB (2024-08-30) |
| Employees | 190 (42% Investors, 0% Brokers) |
| Phone | 216-621-1090 |
| Address | 1100 Superior Ave East Cleveland, OH 44114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.2 | |
| MSFT | 1,918.2 | 0.1 | |
| NSC | 54.0 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| JPM | 340.2 | 0.1 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,011 | 0.8 |
| (b) Individuals (high net worth individuals) | 1,683 | 11.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 1.7 |
| (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 | 421 | 8.5 |
| (n) Other | 116 | 0.0 |
| Total | 11,645 | 22.4 |
| By Discretionary | ||
| Discretionary | 10,157 | 15.9 |
| Non-Discretionary | 1,488 | 6.4 |
| Total | 11,645 | 22.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 22.3 | |
| Total | 11,645 | 22.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000842775] |
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|---|---|---|
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