Clearstead Advisors

Company Profile

Clearstead Advisors is an investment advisor in Cleveland with $11.23 bn assets under management.

Website

Incorporated

Location

Fiscal year end

Former names

Hartland & Co., LLC

SEC CIK

IRS number

341597728

SEC advisor number

801-33554

FINRA CRD number

105674

AUM ?

$11.23 bn (as of 30 Jun 22)

Accounts

4,576 (as of 30 Jun 22)

Employees

91 (46 investment advisory or research)

Address

Clearstead Advisors
1100 SUPERIOR AVENUE EAST
SUITE 700
CLEVELAND
OH 44114

Office hours

Monday - Friday, 8:00 A.M. - 5:00 P.M.

Phone

2166211090

Brochures

Owner	Title	From	%Ownership
Fulton, David, Campbell	President, Chief Executive Officer, Chairman of Board	12/2009	< 5%
Wolken, Steven, Francis	Chief Compliance Officer	10/2011	< 5%
Shebak, Michael, Peter	Head of Institutional Client Group	10/2015	< 5%
Knapp, Bradley, David	Head of Private Client Group	01/2019	< 5%
Thompson, Kathleen, Sue	Chief Financial Officer	07/2019	< 5%
Moses Buyer Holdings, LLC	Member	02/2022	> 75%
Flexpoint Ford, LLC	Member	02/2022
Flexpoint Fund Iv-a LP	Member	02/2022	25-50%
Flexpoint Fund Iv-b LP	Member	02/2022
Moses Ultimate Holdings, LLC	Member	02/2022	> 75%
Hartland Management Investors, LLC	Member	02/2022	25-50%
Tippit, Justin, Carl	President	01/2021	< 5%