| Name | Title | Ownership | Since |
|---|---|---|---|
| Aneet Pradeep Deshpande Control | Chief Investment Officer | Under 5% | 2024 |
| Bradley David Knapp Control | Chief Executive Officer, President | Under 5% | 2025 |
| Carl Justin Tippit Control | Co-Chairman | Under 5% | 2021 |
Clearstead Advisors, LLC reports $24.3 billion in regulatory assets under management on its Form ADV.
Clearstead Advisors, LLC reports 223 employees.
Clearstead Advisors, LLC is based in Cleveland, OH and has been SEC-registered since 1988.
Clearstead Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1100 Superior Ave East, Suite 700, Cleveland, OH 44114 |
| Phone | 216-621-1090 |
| Fax | 216-621-1093 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 842775 |
| Discloses disciplinary history | No |
| Discretionary | $18.6B |
| Non-discretionary | $5.7B |
| Total (RAUM) | $24.29B |