Clearstead
Alpha Nasdaq OCIO Indices - ContributorCLEVELAND, OH
Form ADV and provider website profile · CRD 105674 · regulatory data as of Jul 31, 2026
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.
$33.9BTotal Firm AUM
$25.9BDiscretionary AUM
$7.9BNon-discretionary AUM
14,707Total accounts
12,837Discretionary accounts
1,870Non-discretionary accounts
Client Mix by Firm AUM
$33.9BFirm AUM
High-Net-Worth60.5%
Corporations30.6%
Retirement Plans6.1%
Individuals2.3%
Other Pooled Vehicles0.5%
Municipalities0.0%
Other0.0%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth60.5%
2,175 clients$20.5B firm assets
Corporations30.6%
468 clients$10.4B firm assets
Retirement Plans6.1%
22 clients$2.1B firm assets
Individuals2.3%
2,136 clients$783M firm assets
Other Pooled Vehicles0.5%
3 clients$173M firm assets
Municipalities0.0%
3 clients$6M firm assets
Other0.0%
12 clients$0 firm assets
Reported total4,819 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $20.5B | 2,175 | 60.5% |
| Corporations | $10.4B | 468 | 30.6% |
| Retirement Plans | $2.1B | 22 | 6.1% |
| Individuals | $783M | 2,136 | 2.3% |
| Other Pooled Vehicles | $173M | 3 | 0.5% |
| Municipalities | $6M | 3 | 0.0% |
| Other | $0 | 12 | 0.0% |
| Reported total | $33.9B | 4,819 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…