# CLEARSTEAD ADVISORS, LLC

CLEARSTEAD ADVISORS, LLC of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 105674
- Type: SEC-registered investment adviser
- SEC file number: 801-33554
- Location: 1100 SUPERIOR AVE EAST, SUITE 700, CLEVELAND, OH, 44114
- Phone: 216-621-1090
- Latest filing: 2026-07-31
- Regulatory AUM: $33.9B
- Discretionary AUM: $25.9B
- Non-discretionary AUM: $7.9B
- Clients: 280
- Accounts: 14,707

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos, Other

## Officers, owners & control persons (47)

_Showing 25 of 47 people._

| Name | Role | Location |
| --- | --- | --- |
| David Campbell Fulton | CHAIRMAN EMERITUS | — |
| Steven Francis Wolken | CHIEF COMPLIANCE OFFICER | — |
| Michael Peter Shebak | EXECUTIVE MANAGING DIRECTOR, ENTERPRISE SALES; HEAD OF INSTITUTIONAL CLIENT GROUP | — |
| Bradley David Knapp | CHIEF EXECUTIVE OFFICER, PRESIDENT | — |
| Carl Justin Tippit | CO-CHAIRMAN | — |
| Satricia Ann Rice | EXECUTIVE MANAGING DIRECTOR, PCS; HEAD OF PRIVATE CLIENT GROUP | — |
| Aneet Pradeep Deshpande | CHIEF INVESTMENT OFFICER | — |
| Wayne Freeman Wilbanks | EXECUTIVE MANAGING DIRECTOR, CAS; SENIOR MANAGING DIRECTOR | — |
| Matthew Alan Shannon | EXECUTIVE MANAGING DIRECTOR, ICS | — |
| Carolyn Elaine Raden | CHIEF FINANCIAL OFFICER | — |
| Brittney Jean Garrett | CHIEF TRANSFORMATION & CLIENT EXPERIENCE OFFICER | — |
| Margie Wright-Mcgowan | CHIEF HUMAN RESOURSCES OFFICER | — |
| Trent Matthew Meyerhoefer | CHIEF FINANCIAL OFFICER | — |
| WILBANKS WAYNE FREEMAN | SENIOR MANAGING DIRECTOR | — |
| RICE JUDY ANN | HEAD OF PRIVATE CLIENT GROUP | — |
| DAGOSTINO MICHAEL RALPH | PRESIDENT | — |
| ALTHANS GREGORY PAUL | MEMBER; SENIOR CONSULTANT; SENIOR MANAGING DIRECTOR | — |
| WALTER F CARL | DIRECTOR | — |
| TURNER BRADLEY EARL | CHIEF OPERATING OFFICER; SENIOR MANAGING DIRECTOR | — |
| TIPPIT CARL JUSTIN | CO-CHAIRMAN; SENIOR MANAGING DIRECTOR | — |
| HARTLAND THOMAS JAMES | CEO; CHAIRMAN AND CEO; EXECUTIVE CHAIRMAN (+1 more) | — |
| SUSTIN KENNETH STEVE | DIRECTOR | — |
| AINSWORTH RICHARD BARBER | DIRECTOR; SHAREHOLDER | — |
| BARTLETT JAMES | DIRECTOR | — |
| STERRETT CHRISTINE | CHIEF ADMINITRATIVE OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105674/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105674/similar
- Related entities: https://search.stillhousedata.com/firm/105674/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105674

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.