Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions

Overview

Clearstead; Hartland & Co., LLC; Clearstead Advisory Solutions is an SEC registered investment adviser based in Cleveland, OH, registered since 1988. It reports $33.9B in assets under management across 14,707 accounts, with 280 employees. It has 65 investment adviser representatives.

Reported AUM

$33.9B

Discretionary

77%

Accounts

14,707

Average account

$2.3M

Employees

280

Advisory reps

65

Registered since

1988

Jurisdictions

52

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 12

• David Campbell Fulton President, Chief Executive Officer, Co-Chairman CRD 2022897
• Bradley David Knapp President CRD 3086093
• Carl Justin Tippit President CRD 6433392

9 more executive officers, with direct contact details

Advisory reps 3 of 65

• Erin Abate Investment Adviser Rep CRD 8071859
• Richard A Ahrens Insurance Agent · Investment Adviser Rep CRD 2569915
• Tiffany Rose Andersen Investment Adviser Rep CRD 6667064

62 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1100 Superior Ave Ste 700
Cleveland, OH 44114

County

Cuyahoga

Metro area

Cleveland-Elyria, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: clearstead.com

Every state, with registration dates

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