CC
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
SEC RegisteredCLEVELAND, OHhttps://clearsteadinvestmentforum.buzzsprout.com216-621-1090
Assets Under Management
$25B+
Employees
280
Office Locations
8 offices
Total Accounts
14707
About the firm
Clearstead is an institutional investment advisory and private wealth management firm, headquartered in Cleveland, OH. In their podcast, members of the Clearstead Investment Office discuss current industry trends and topics with prominent industry professionals, allocators, and managers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies
Areas of expertise
Institutional Investment AdvisoryPrivate Wealth ManagementAlternativesEmerging MarketsPrivate CreditESGVenture CapitalArtificial Intelligence
Services
Institutional investment advisory and private wealth management
Private funds / alternatives
Private Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,136 | $783M |
| High Net Worth Individuals | 2,175 | $20.5B |
| Pension/Profit Sharing Plans | 3 | $173M |
| Charitable Organizations | 22 | $2.1B |
12 total clients reported on Form ADV.
Leadership
Thomas James Hartland
EXECUTIVE CHAIRMAN
Christine Casimira Sterrett
CHIEF FINANCIAL OFFICER
David Campbell Fulton
PRESIDENT AND CHIEF EXECUTIVE OFFICER
Steven Francis Wolken
CHIEF COMPLIANCE OFFICER
Bradley Earl Turner
CHIEF OPERATING OFFICER
Office locations
8 offices in 2 states
OH
CLEVELANDHQ
OH
PEPPER PIKE
OH
WESTLAKE
OH
VALLEY CITY
OH
HUDSON
VA
NORFOLK
VA
ROANOKE
VA
NORFOLK
Advisors at this firm
66 advisors in the directory
Erin Abate
Investment Adviser Representative
Richard Ahrens
Investment Adviser Representative
Tiffany Rose Andersen
Investment Adviser Representative
Ellen Wohlford Anderson
Investment Adviser Representative
Andrew Joshua Avery
Investment Adviser Representative
Philip Bonelli
Investment Adviser Representative
Stephen James Bowery
Investment Adviser Representative
Paul Joseph Bracaglia
Investment Adviser Representative
Eileen Marie Burkhart
Investment Adviser Representative
Amie Slaton Baty
Investment Adviser Representative
Allen Curtis Berg
Investment Adviser Representative
Lawrence Albert Bernert III
Investment Adviser Representative
Kenneth Donald Briscoe III
Investment Adviser Representative
Sugarsuren Byambasuren
Investment Adviser Representative
Jarred Steven Chamberlain
Investment Adviser Representative
Betsy Joann Cole
Investment Adviser Representative
Nancy Gallagher Cook
Investment Adviser Representative
Stephanie Mavis D'Ippolito
Investment Adviser Representative
Michael Stephen Dearden
Investment Adviser Representative
Jackson Davey
Investment Adviser Representative
David Joseph Desalvo
Investment Adviser Representative
Allen William Dengler
Investment Adviser Representative
David James Kyle Elliott
Investment Adviser Representative
Emily Kay Erhart
Investment Adviser Representative
Kurt Wilhelm Evertz
Investment Adviser Representative
Connor Fraser Dabney Fanney
Investment Adviser Representative
Bruce Jonathan Fenster
Investment Adviser Representative
Michael Domenic Finelli
Investment Adviser Representative
Paul Aaron Ferwerda
Investment Adviser Representative
William Oley Hall III
Investment Adviser Representative
John Samuel Hartman II
Investment Adviser Representative
Jean A. Heath
Investment Adviser Representative
Wayne Turner House
Investment Adviser Representative
Sophia Louise Ivancich
Investment Adviser Representative
Matthew Joel Kolenich
Investment Adviser Representative
George Robert Lane
Investment Adviser Representative
Cameron Campbell Lamarche
Investment Adviser Representative
John (nmn) Marino
Investment Adviser Representative
Scott M McCluney
Investment Adviser Representative
Thomas Francis Xavier McNally
Investment Adviser Representative
Timothy James McDaniel
Investment Adviser Representative
Caitlin Ann Monahan
Investment Adviser Representative
Owen Joseph Morrow
Investment Adviser Representative
Robert Downing Mundin
Investment Adviser Representative
Jeffrey Taylor Pierce
Investment Adviser Representative
Daniel Fralin Powell
Investment Adviser Representative
Caroline Wilkes Pace
Investment Adviser Representative
Daniel John Pizetoski
Investment Adviser Representative
David Joseph Rubis
Investment Adviser Representative
Luke Hyma Scanlan
Investment Adviser Representative
Roger Herman Scheffel Jr.
Investment Adviser Representative
Sue Young Sewell
Investment Adviser Representative
William Steven Shack
Investment Adviser Representative
Brianna Therese Shughrou
Investment Adviser Representative
Maria Sabina Siwek
Investment Adviser Representative
Scott P. Snow
Investment Adviser Representative
Ryan Stallard
Investment Adviser Representative
Yulya Stewart
Investment Adviser Representative
Matthew Parker Talbot
Investment Adviser Representative
Keith Randolph Vernon
Investment Adviser Representative
Mark Randall Warden
Investment Adviser Representative
Wayne Freeman Wilbanks
Investment Adviser Representative
Steven Francis Wolken Jr.
Investment Adviser Representative
Molly Miller Walters
Investment Adviser Representative
Dennis M. Zaslavsky
Investment Adviser Representative
Kristen Zigrang
Investment Adviser Representative
Regulatory & compliance
CRD number
#105674
SEC Number
801-33554
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
| Asset tier | Annual rate |
|---|---|
| First $5 million | 1.00% |
| Next $5 million | 0.75% |
| Above $10 million | 0.50% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.