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CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
CLEARSTEAD ADVISORS, LLC · CLEVELAND, OH · www.clearstead.com · investment adviser, SEC-registered · ADV filed 2026-07-31
From Form ADV, the adviser's own filing with the SEC, updated monthly · the record on adviserinfo.sec.gov
Assets managed
$10B+
the band; the figure is for members
Regulatory AUM
Form ADV item 5F
Accounts
and assets per account
Employees
Form ADV item 5A
The adviser's own figures: assets, accounts, people Any plan
Exact regulatory assets, how many accounts they serve and the assets behind each, and the team size, from their own filing.
Is this adviser also a public filer?
Yes. CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS files its US stock holdings with the SEC every quarter, so the book it runs is on the record.
See the disclosed book →How they are registered
Investment adviser, SEC-registered.
Public documents on the SEC's adviser site, linked as filed. Disclosures on file (Form ADV item 11): not stated · read the record
Leadership and owners
13 executive officers and direct owners on Schedule A of the firm's Form ADV.
From the firm's own filing, refreshed monthly. Named here and want a correction? Tell us.
Funds they advise
Registered funds (mutual funds, ETFs, BDCs)
0 funds
each fund and its prospectus on EDGAR: any plan
Private funds (hedge, private equity, other)
4 funds
name, type and gross assets of each: any plan
The disclosed book, in brief
Was this book followable? Gold
Every quarter since 2020, replayed at the real filing delay, against the S&P 500.
Oversee your adviser Gold
Put their disclosed book beside your own portfolio as a shadow book and watch what they do each quarter. Observation only, never a trade.
Source: Form ADV, the adviser's own filing with the SEC, via the public adviser directory, refreshed monthly. Firm facts in the clear; the people named on the filing are shown to members only. Educational analysis of published data: insight, not advice.