# Cleveland Research Company LLC

> Cleveland Research Company LLC is a state-registered investment advisory firm in Cleveland, OH, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 142230
- Filed as: CLEVELAND RESEARCH COMPANY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cleveland, OH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142230
- AdvisorCensus page: https://advisorcensus.com/firm/cleveland-research-company-llc-cleveland-oh-142230

## Quick answers

**How is Cleveland Research Company LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cleveland Research Company LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cleveland Research Company LLC located?**
Cleveland Research Company LLC's principal office is in Cleveland, OH, according to its Form ADV.

**Is Cleveland Research Company LLC registered with the SEC or a state?**
Cleveland Research Company LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 142230.

**What types of clients does Cleveland Research Company LLC serve?**
By number of clients on Form ADV Item 5.D: other (22).

**Does Cleveland Research Company LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142230

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 22 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 123 total, 64 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clevelandresearch.com
- Instagram @clevelandresearch
- LinkedIn @cleveland-research-company

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cleveland Research Company LLC (CRD 142230): Form ADV filing data as of October 2026.