Domestic entity
EntityMOSES ULTIMATE HOLDINGS, LLCStatusMEMBERReported since02/2022OwnershipOther (general partner, trustee, or elected manager)Control personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2011
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2022
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 01/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| David Campbell Fulton | Chairman Emeritus | 01/2025 | Individual | Yes | Less than 5% |
| Steven Francis Wolken | Chief Compliance Officer | 10/2011 | Individual | Yes | Less than 5% |
| Michael Peter Shebak | Executive Managing Director, Enterprise Sales | 10/2015 | Individual | Yes | Less than 5% |
| Bradley David Knapp | Chief Executive Officer, President | 01/2025 | Individual | Yes | Less than 5% |
| Llc Moses Buyer Holdings | Member | 02/2022 | Domestic entity | Yes | 75% or more |
| Carl Justin Tippit | Co-Chairman | 01/2021 | Individual | Yes | Less than 5% |
| Satricia Ann Rice | Executive Managing Director, Pcs | 01/2023 | Individual | Yes | Less than 5% |
| Aneet Pradeep Deshpande | Chief Investment Officer | 02/2024 | Individual | Yes | Less than 5% |
| Wayne Freeman Wilbanks | Executive Managing Director, Cas | 04/2024 | Individual | Yes | Less than 5% |
| Matthew Alan Shannon | Executive Managing Director, Ics | 01/2025 | Individual | Yes | Less than 5% |
| Carolyn Elaine Raden | Chief Financial Officer | 12/2025 | Individual | Yes | Less than 5% |
| Brittney Jean Garrett | Chief Transformation & Client Experience Officer | 06/2025 | Individual | Yes | Less than 5% |
| Margie Wright-Mcgowan | Chief Human Resoursces Officer | 02/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityMOSES ULTIMATE HOLDINGS, LLCStatusMEMBERReported since02/2022Ownership25% but less than 50%Control personYes
Domestic entity
EntityMOSES ULTIMATE HOLDINGS, LLCStatusMEMBERReported since02/2022OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityMOSES BUYER HOLDINGS, LLCStatusMEMBERReported since02/2022Ownership75% or moreControl personYes
Domestic entity
EntityMOSES ULTIMATE HOLDINGS, LLCStatusMEMBERReported since02/2022Ownership25% but less than 50%Control personYes
Owners & Executives
Source: Form ADVDC
David Campbell Fulton
Chairman Emeritus
SF
Steven Francis Wolken
Chief Compliance Officer
MP
Michael Peter Shebak
Executive Managing Director, Enterprise Sales
BD
Bradley David Knapp
Chief Executive Officer, President
CJ
Carl Justin Tippit
Co-Chairman
SA
Satricia Ann Rice
Executive Managing Director, Pcs
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives13
Indirect ownership records5
Regulatory statusSEC registered investment adviser
SEC registration dateDec 29, 1988
CRD number105674