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Clearstead

Alpha Nasdaq OCIO Indices - Contributor

CLEVELAND, OH

Form ADV and provider website profile · CRD 105674 · regulatory data as of Jul 31, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Clearstead. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$33.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
14,707Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$25.9BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$7.9BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameCLEARSTEAD ADVISORS, LLC

CRD number105674

Firm foundedNot reported

SEC registration dateDec 29, 1988

Employees280

Advisory professionals104

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

1100 SUPERIOR AVE EAST, SUITE 700, CLEVELAND, OH, 44114

216-621-1090

https://clearstead.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$33.9B

As of Jul 31, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth60.5%$20.5B
Corporations30.6%$10.4B
Retirement Plans6.1%$2.1B
Individuals2.3%$783M
Other Pooled Vehicles0.5%$173M
Municipalities0.0%$6M

Percentages and AUM are shown from the same reported Form ADV client-type records.