{
  "crd_number": 105674,
  "slug": "clearstead-clearstead-advisory-solutions-cleveland-oh-105674",
  "primary_business_name": "CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS",
  "legal_name": "CLEARSTEAD ADVISORS, LLC",
  "dbas": [
    "CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS, LLC"
  ],
  "city": "Cleveland",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1988-12-29",
  "years_registered": 37,
  "period": "2026-10-01",
  "filing_date": "2026-07-31",
  "carried_forward": false,
  "raum_total": 33880026978.0,
  "raum_discretionary": 25942901349.0,
  "raum_non_discretionary": 7937125629.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 280,
  "advisory_employees": 104,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 12,
      "description": "INCLUDES INSTITUTIONAL AND PRIVATE CLIENTS WITH NO RAUM"
    },
    "individuals": {
      "raum": 782607069.0,
      "count": 2136
    },
    "state_municipal": {
      "raum": 6471475.0,
      "count": 3
    },
    "pension_profit_sharing": {
      "raum": 2053231973.0,
      "count": 22
    },
    "high_net_worth_individuals": {
      "raum": 20501035476.0,
      "count": 2175
    },
    "pooled_investment_vehicles": {
      "raum": 173467527.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 10363213458.0,
      "count": 468
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://clariusgroup.com",
    "https://clearstead.com",
    "https://clearsteadinvestmentforum.buzzsprout.com",
    "https://facebook.com/profile.php?id=61573649610640",
    "https://info.clearstead.com/clearstead-newsletters-subscription-signup",
    "https://linkedin.com/company/clearstead",
    "https://linkedin.com/company/theclariusgroup",
    "https://vimeo.com/clearstead",
    "https://wwwyoutube.com/@ClearsteadAdvisorsLLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105674",
  "city_as_filed": "CLEVELAND",
  "url": "https://advisorcensus.com/firm/clearstead-clearstead-advisory-solutions-cleveland-oh-105674",
  "display_name": "Clearstead; Clearstead Advisory Solutions",
  "summary": "Clearstead; Clearstead Advisory Solutions is an SEC-registered investment advisory firm in Cleveland, OH, registered since 1988, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.",
  "citation": "AdvisorCensus. Clearstead; Clearstead Advisory Solutions (CRD 105674): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Clearstead; Clearstead Advisory Solutions compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clearstead; Clearstead Advisory Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Clearstead; Clearstead Advisory Solutions located?",
      "a": "Clearstead; Clearstead Advisory Solutions' principal office is in Cleveland, OH, according to its Form ADV; the August 2026 filing also lists 10 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Clearstead; Clearstead Advisory Solutions registered with the SEC or a state?",
      "a": "Clearstead; Clearstead Advisory Solutions is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105674."
    },
    {
      "q": "How much does Clearstead; Clearstead Advisory Solutions manage?",
      "a": "Clearstead; Clearstead Advisory Solutions reports $33,880,026,978 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (77% discretionary)."
    },
    {
      "q": "How have Clearstead; Clearstead Advisory Solutions' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Clearstead; Clearstead Advisory Solutions: Regulatory assets under management: $7,162,977,375 in the October 2021 data and $33,880,026,978 in the October 2026 data, up 373%. Total employees: 91 in October 2021 and 280 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clearstead; Clearstead Advisory Solutions serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (2,175); individuals (other than high net worth individuals) (2,136); corporations or other businesses not listed above (468)."
    },
    {
      "q": "Which custodians does Clearstead; Clearstead Advisory Solutions use?",
      "a": "Clearstead; Clearstead Advisory Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Clearstead; Clearstead Advisory Solutions report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105674"
    },
    {
      "q": "What changed in Clearstead; Clearstead Advisory Solutions' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Added an office in Lake Oswego, OR. Added an office in Philadelphia, PA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 7162977375.0,
      "total_employees": 91,
      "filing_date": "2021-07-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 11225683077.0,
      "total_employees": 91,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 10227847468.0,
      "total_employees": 126,
      "filing_date": "2023-05-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 22368771314.0,
      "total_employees": 190,
      "filing_date": "2024-08-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 24294182322.0,
      "total_employees": 223,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 33880026978.0,
      "total_employees": 280,
      "filing_date": "2026-07-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added an office in Lake Oswego, OR.",
        "Added an office in Philadelphia, PA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 85 to 104.",
        "Regulatory assets under management went from $24,294,182,322 to $33,880,026,978 (+39%).",
        "Added an office in Seattle, WA.",
        "No longer lists an office in Norfolk, VA.",
        "Registered or notice-filed in WY."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer lists an office in Valley City, OH.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/clearstead-clearstead-advisory-solutions-cleveland-oh-105674.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2136,
      "fewer_than_5": false,
      "raum": 782607069.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2175,
      "fewer_than_5": false,
      "raum": 20501035476.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 173467527.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 2053231973.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 6471475.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 468,
      "fewer_than_5": false,
      "raum": 10363213458.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 12,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105674",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}