Clearstead Advisors, LLC
Clearstead Advisors, LLC is an SEC-registered investment adviser headquartered in Cleveland, Ohio. The firm was founded as Hartland & Co. in 1989 and rebranded as Clearstead Advisors in 2018, following no change in ownership or control. Clearstead serves a diverse range of clients including wealthy families, individuals, family offices, estates, as well as institutional clients such as endowments, foundations, pension funds, and other organizations. The firm provides holistic wealth management services, investment consulting, fiduciary services through its trust company subsidiaries, and family office administration. As of 2025, Clearstead has approximately 223 employees and operates nine offices, following notable acquisitions such as Wilbanks Smith and Thomas Asset Management. The firm is majority employee-owned with a significant minority stake held by private equity firm Flexpoint Ford.
Investment Strategy
Clearstead employs a client-centric, open-architecture approach to investment management and consulting. Its strategy emphasizes independent, conflict-free advice, thorough due diligence, and customized portfolio construction. The firm leverages in-house research and diversified access to traditional and alternative investments—including via the proprietary ClearAccess platform for illiquid alternatives. Clearstead constructs portfolios tailored to client needs, risk tolerance, and long-term objectives, integrating active and passive strategies, tax optimization, financial planning, and family office services for wealth preservation and growth. The firm’s philosophy stresses fiduciary responsibility, transparency, and aligning interests with those of its clients.
Latest 13F Filing Activity
Clearstead Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 2,685 equity positions with a total 13F market value of $7B. The fund increased holdings in Vanguard Index FDS, Microsoft Corp., Ishares TR among other positions. Clearstead Advisors, LLC reduced exposure to Ishares TR, Apple Inc., Honeywell Intl Inc. among others.
Top Holdings
Equity Positions (2,685)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 9.40% | $668.9M | 1,177,459 | $411.56 | $568.03 | +$68.9M |
I IVV | ISHARES TR | 3.80% | $270.6M | 435,763 | $509.32 | $620.90 | +$22.5M |
I IWF | ISHARES TR | 3.33% | $237.1M | 558,416 | $365.12 | $424.58 | +$31.8M |
A AAPL | APPLE INC | 2.81% | $200.1M | 975,418 | $160.62 | $205.17 | -$14.0M |
V VO | VANGUARD INDEX FDS | 2.72% | $193.6M | 691,819 | $213.06 | $279.83 | +$16.1M |
Industry Allocation
Investment Team (17)
| Name | Role | Location | |
|---|---|---|---|
K Khristian Ortiz-Ortega | Trader | Norfolk, VA , United States | |
 | Analyst | Lakewood, OH , United States | |
 | Associate Portfolio Manager | Cleveland, OH , United States | |
| Principal | Raleigh, NC , United States | ||
 | Portfolio Manager | Norfolk, VA , United States | |
 | Portfolio Manager | Norfolk, VA , United States | |
 | Associate Portfolio Manager | Cleveland, OH , United States | |
 | Client planning Associate and Research Associate | Norfolk, VA , United States | |
 | Private Markets Research Analyst | Dayton, OH , United States | |
 | Senior Associate | Medina, OH , United States |
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