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Carl Tippit

Co-Chairman at Clearstead Advisors

Officer record from the firm’s Form ADVForm ADV filed 31 July 2026

Carl Tippit is Co-Chairman of Clearstead Advisors, LLC, a Cleveland investment adviser.

Role at Clearstead Advisors

Title on Schedule A
Co-Chairman
Control
Carl Tippit is a control person of Clearstead Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Carl Tippit has held the filed role since January 2021.

The firm

Clearstead Advisors, LLC
Cleveland, OH

Form ADV filed 31 July 2026

$33.9B AUM4,819 clients104 advisers11 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Carl Tippit is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Carl Tippit
CRD
6433392
Firm
Clearstead Advisors, LLC
Record basis
Form ADV officer listing
Firm bio
clearstead.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Clearstead identifies Carl J. Tippit as co-chairman. The firm says he previously led research and private-client functions and earned a bachelor’s degree from Williams College and an MBA from the University of Chicago. Official firm biography

Common questions

Where does Carl Tippit work?

Carl Tippit has been Co-Chairman of Clearstead Advisors, LLC since January 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 July 2026

Leadership at Clearstead Advisors

Sources

  1. IAPD individual lookup, CRD 6433392. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Clearstead Advisors, LLC, filed 31 July 2026. Title, control and ownership bands.
  3. Clearstead Advisors team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Carl Tippit or Clearstead Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.