{"url":"https://nivawealth.com/firms/clearstead-advisors-105674","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105674","regulatoryAum":33880026978,"crd":"105674","secFileNumber":"801-33554","legalName":"Clearstead Advisors, LLC","displayName":"Clearstead Advisors","website":"HTTP://WWW.clearstead.com","linkedinUrl":"https://www.linkedin.com/company/clearstead/","founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1100 Superior Ave East, Suite 700","city":"Cleveland","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44114"},"tradeNames":["Clearstead Advisory Solutions, A Division of Clearstead Advisors, LLC"],"registration":{"secApproved":"29 December 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Clearstead Advisors have?","answer":"Clearstead Advisors has 34 investment adviser representatives registered with state securities authorities, out of 280 employees, and 104 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Clearstead Advisors invest in?","answer":"At the end of its last fiscal year, Clearstead Advisors’ separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 15% pooled vehicles (private funds and similar), 6% cash and equivalents, 2% non-exchange-traded equities, 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% state and local bonds. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}