Clearstead Advisors, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 105674
· SEC file 801-33554
· Cleveland, OH
· WWW.clearstead.com
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $33.9B
- Discretionary
- $25.9B
- Clients
- 4,819
- Avg AUM / client
- $7.0M
- Accounts
- 14,707
- Employees
- 280
AUM over time
$1.1B
$33.9B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,136 | $783M | 2.31% |
| High net worth individuals | 2,175 | $20.5B | 60.5% |
| Pooled investment vehicles (non-investment companies) | 3 | $173M | 0.51% |
| Pension and profit sharing plans | 22 | $2.1B | 6.06% |
| State or municipal government entities | 3 | $6.5M | 0.02% |
| Corporations and other businesses | 468 | $10.4B | 30.6% |
| Other | 12 | $0 | — |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Casey Trees EIN 311766444 | Washington, DC | 06/30/2025 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (73)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fulton, David, Campbell | President, Chief Executive Officer, Co Chairman | Dec 2009 (17y) | Less than 5% | |
| Steven Francis Wolken | Chief Compliance Officer | Oct 2011 (15y) | Less than 5% | |
| Shebak, Michael, Peter | Head Of Institutional Client Group | Oct 2015 (11y) | Less than 5% | |
| Knapp, Bradley, David | President | Jan 2019 (8y) | Less than 5% | |
| Tippit, Carl, Justin | Co Chairman | Jan 2021 (6y) | Less than 5% | |
| Meyerhoefer, Trent, Matthew | Chief Financial Officer | Jun 2022 (4y) | Less than 5% | |
| Rice, Satricia, Ann | Head Of Private Client Group | Jan 2023 (4y) | Less than 5% | |
| Deshpande, Aneet, Pradeep | Chief Investment Officer | Feb 2024 (3y) | Less than 5% | |
| Wayne Freeman Wilbanks | Senior Managing Director | CFA | Apr 2024 (2y) | Less than 5% |
| John (Nmn) Marino | Registered representative | CFP | Mar 2012 (14y) | |
| Michael Stephen Dearden | Registered representative | Apr 2012 (14y) | ||
| Nancy Gallagher Cook | Registered representative | Apr 2012 (14y) | ||
| William Oley Hall | Registered representative | CFP CFA | Jan 2015 (12y) | |
| David Joseph Rubis | Registered representative | Nov 2021 (5y) | ||
| Eileen Marie Burkhart | Registered representative | CFP | Jan 2022 (5y) | |
| Matthew Joel Kolenich | Registered representative | Jan 2023 (4y) | ||
| Scott P. Snow | Registered representative | CFP | Jan 2023 (4y) | |
| Allen William Dengler | Registered representative | Mar 2024 (2y) | ||
| Timothy James Mc Daniel | Registered representative | Apr 2024 (2y) | ||
| Amie Slaton Baty | Registered representative | CFA | Apr 2024 (2y) | |
| Andrew Joshua Avery | Registered representative | Apr 2024 (2y) | ||
| David James Kyle Elliott | Registered representative | CFP | Apr 2024 (2y) | |
| Daniel John Pizetoski | Registered representative | CFA | Apr 2024 (2y) | |
| Kurt Wilhelm Evertz | Registered representative | Apr 2024 (2y) | ||
| Mark Randall Warden | Registered representative | Apr 2024 (2y) | ||
| Sophia Louise Ivancich | Registered representative | CFP | Apr 2024 (2y) | |
| Daniel Fralin Powell | Registered representative | CFA | Apr 2024 (2y) | |
| Thomas Francis Xavier Mcnally | Registered representative | CFA | Apr 2024 (2y) | |
| Brianna Therese Shughrou | Registered representative | Apr 2024 (2y) | ||
| Connor Fraser Dabney Fanney | Registered representative | Apr 2024 (2y) | ||
| Caroline Wilkes Pace | Registered representative | CFP | Apr 2024 (2y) | |
| Luke Hyma Scanlan | Registered representative | CFA | Apr 2024 (2y) | |
| Paul Aaron Ferwerda | Registered representative | CFA | Apr 2024 (2y) | |
| Roger Herman Scheffel | Registered representative | Apr 2024 (2y) | ||
| Ryan Stallard | Registered representative | Apr 2024 (2y) | ||
| Scott M Mccluney | Registered representative | CFP | Apr 2024 (2y) | |
| Stephen James Bowery | Registered representative | CFP CFA | May 2024 (2y) | |
| Wayne Turner House | Registered representative | May 2024 (2y) | ||
| Lawrence Albert Bernert | Registered representative | CFA | May 2024 (2y) | |
| Robert Downing Mundin | Registered representative | May 2024 (2y) | ||
| Ellen Wohlford Anderson | Registered representative | Oct 2024 (2y) | ||
| Richard Ahrens | Registered representative | CFP | Oct 2024 (2y) | |
| Emily Kay Erhart | Registered representative | Nov 2024 (2y) | ||
| John Samuel Hartman | Registered representative | Dec 2024 (2y) | ||
| Dennis M. Zaslavsky | Registered representative | Feb 2025 (1y) | ||
| Allen Curtis Berg | Registered representative | CFP | Feb 2025 (1y) | |
| Erin Abate | Registered representative | Apr 2025 (1y) | ||
| David Joseph De Salvo | Registered representative | CFP | Apr 2025 (1y) | |
| Caitlin Ann Monahan | Registered representative | May 2025 (1y) | ||
| Jean A. Heath | Registered representative | Jun 2025 (1y) | ||
| Kristen Zigrang | Registered representative | CFP | Oct 2025 (1y) | |
| Tiffany Rose Andersen | Registered representative | CFA | Feb 2026 (0y) | |
| Betsy Joann Cole | Registered representative | Feb 2026 (0y) | ||
| Jarred Steven Chamberlain | Registered representative | CFA | Feb 2026 (0y) | |
| Stephanie Mavis D'ippolito | Registered representative | CFP | Feb 2026 (0y) | |
| William Steven Shack | Registered representative | CFP CFA | Feb 2026 (0y) | |
| Maria Sabina Siwek | Registered representative | CFP | Mar 2026 (0y) | |
| Owen Joseph Morrow | Registered representative | Mar 2026 (0y) | ||
| Cameron Campbell Lamarche | Registered representative | CFA | Mar 2026 (0y) | |
| George Robert Lane | Registered representative | CFP | Mar 2026 (0y) | |
| Jeffrey Taylor Pierce | Registered representative | Mar 2026 (0y) | ||
| Keith Randolph Vernon | Registered representative | CFA | Mar 2026 (0y) | |
| Molly Miller Walters | Registered representative | CFA | Mar 2026 (0y) | |
| Matthew Parker Talbot | Registered representative | CFP | Mar 2026 (0y) | |
| Yulya Stewart | Registered representative | Mar 2026 (0y) | ||
| Sugarsuren Byambasuren | Registered representative | Apr 2026 (0y) | ||
| Sue Young Sewell | Registered representative | May 2026 (0y) | ||
| Jackson Davey | Registered representative | Jul 2026 (0y) | ||
| Kenneth Donald Briscoe | Registered representative | Jul 2026 (0y) | ||
| Michael Domenic Finelli | Registered representative | Jul 2026 (0y) | ||
| Paul Joseph Bracaglia | Registered representative | Jul 2026 (0y) | ||
| Philip Bonelli | Registered representative | Jul 2026 (0y) | ||
| Bruce Jonathan Fenster | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Moses Buyer Holdings, Llc | Member | Feb 2022 | A | 75% or more |
| Moses Ultimate Holdings, Llc | Member | Feb 2022 | B | ≈ 56.25% – 100% via Moses Buyer Holdings, Llc |
| Flexpoint Fund Iv A Lp | Member | Feb 2022 | B | ≈ 14.06% – 50% via Moses Ultimate Holdings, Llc |
| Hartland Management Investors, Llc | Member | Feb 2022 | B | ≈ 14.06% – 50% via Moses Ultimate Holdings, Llc |
| Flexpoint Ford, Llc | Member | Feb 2022 | B | GP / trustee / elected manager of Moses Ultimate Holdings, Llc (indirect) |
| Flexpoint Fund Iv B Lp | Member | Feb 2022 | B | GP / trustee / elected manager of Moses Ultimate Holdings, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Moses Ultimate Holdings, Llc: 75% – 100% of Moses Buyer Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Flexpoint Fund Iv A Lp: 25% – 50% of Moses Ultimate Holdings, Llc × 75% – 100% of Moses Buyer Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Hartland Management Investors, Llc: 25% – 50% of Moses Ultimate Holdings, Llc × 75% – 100% of Moses Buyer Holdings, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (27)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Smwia Staff Pension Plan | International Association Of Sheet Metal Air, Rail And Transportation | 80 | $126M | 12/01/2024 |
| Cleveland Institute Of Music Retirement Plan | Cleveland Institute Of Music | 106 | $41.7M | 07/01/2024 |
| Walsh University Retirement Plan | Walsh University, Inc. | 308 | $60.7M | 07/01/2024 |
| Materion Corporation Pension Plan | Materion Corporation | 455 | $129M | 06/01/2024 |
| Mercyhurst University Defined Contribution Retirement Plan | Mercyhurst University | 404 | $87.6M | 06/01/2024 |
| Materion Corporation Retirement Savings Plan | Materion Corporation | 2,270 | $466M | 01/01/2024 |
| Thompson Hine Llp Retirement Plan | Thompson Hine Llp | 767 | $460M | 01/01/2024 |
| Thales Incentive 401(k) Savings Plan | Thales Usa, Inc. | 4,907 | $1.6B | 01/01/2024 |
| Cameron Memorial Community Hospital Inc Employees' Retirement Plan | Cameron Memorial Community Hospital Inc. | 772 | $33.5M | 01/01/2024 |
| Parker Oil Company, Inc. 401(k) Plan | Parker Oil Company, Inc. | 230 | $13.2M | 01/01/2024 |
| Emergency Physicians Of Tidewater, Plc 401(k) & Profit Sharing Plan | Emergency Physicians Of Tidewater, P.L.C. | 228 | $141M | 01/01/2024 |
| Babcox Media, Inc. Profit Sharing 401 K Plan | Babcox Media, Inc. | 85 | $31.5M | 01/01/2024 |
| Myers Industries, Inc. Profit Sharing And 401(k) Plan | Myers Industries, Inc. | 1,960 | $141M | 01/01/2024 |
| Dealer Tire Llc 401(k) Savings Plan | Dealer Tire, Llc | 5,871 | $419M | 01/01/2024 |
| Thirty One Gifts 401(k) Plan | Thirty One Gifts, Llc | 115 | $12.1M | 01/01/2024 |
| Covia Holdings Corporation Pension Plan | Covia Holdings Corporation | 206 | $58.3M | 01/01/2024 |
| Covia Retirement Savings Plan | Covia Holdings Llc | 1,520 | $247M | 01/01/2024 |
| Park Ohio Industries And Subsidiaries Pension Plan | Park Ohio Industries Inc | 1,961 | $159M | 01/01/2024 |
| Squire Patton Boggs Retirement Savings Plan | Squire Patton Boggs (Us) Llp | 1,123 | $869M | 01/01/2024 |
| Third Federal Savings Retirement Plan | Third Federal Savings And Loan Association Of Cleveland | 205 | $77.1M | 01/01/2024 |
| Nachri Tax Deferred Annuity Plan | National Association Of Children's Hospitals & Related Institutions | 176 | $38.3M | 01/01/2024 |
| Nachri Defined Contribution Plan | National Association Of Children's Hospitals And Related Institutions | 160 | $22.6M | 01/01/2024 |
| Libbey Hourly Retirement Plan | Libbey Glass Llc | 238 | $203M | 01/01/2024 |
| Hiram College Retirement Plan | Hiram College | 227 | $63.4M | 01/01/2024 |
| Commonwealth Senior Living 401(k) Plan | Commonwealth Senior Living, Llc | 2,740 | $7.5M | 01/01/2024 |
Top 25 of 27 plans by assets.
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Casey Trees | Public charity | $208M | 06/30/2025 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.68 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $9.8B (29% of AUM) Mar 2026
- Charles Schwab & Co. $9.8B (29% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗