Clearstead Advisors is an investment advisor in Cleveland with $10.23 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Hartland & Co., LLC
SEC CIK
IRS number
341597728
SEC advisor number
801-33554
FINRA CRD number
105674
AUM ?
$10.23 bn
(as of 1 May 23)
Accounts
5,102
(as of 1 May 23)
Employees
126
(48 investment advisory or research)
Address
Clearstead Advisors
1100 SUPERIOR AVENUE EAST
SUITE 700
CLEVELAND
OH 44114
1100 SUPERIOR AVENUE EAST
SUITE 700
CLEVELAND
OH 44114
Office hours
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Phone
2166211090
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Fulton, David, Campbell | President, Chief Executive Officer, Chairman of Board | 12/2009 | < 5% |
Wolken, Steven, Francis | Chief Compliance Officer | 10/2011 | < 5% |
Shebak, Michael, Peter | Head of Institutional Client Group | 10/2015 | < 5% |
Knapp, Bradley, David | Head of Private Client Group | 01/2019 | < 5% |
Moses Buyer Holdings, LLC | Member | 02/2022 | > 75% |
Flexpoint Ford, LLC | Member | 02/2022 | |
Flexpoint Fund Iv-a LP | Member | 02/2022 | 25-50% |
Flexpoint Fund Iv-b LP | Member | 02/2022 | |
Moses Ultimate Holdings, LLC | Member | 02/2022 | > 75% |
Hartland Management Investors, LLC | Member | 02/2022 | 25-50% |
Tippit, Justin, Carl | President | 01/2021 | < 5% |
Meyerhoefer, Trent, Matthew | Chief Financial Officer | 06/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22