Clearstead Advisors LLC

Clearstead Advisors, LLC is an Ohio-based Limited Liability Company founded in 1988, approved by the SEC, and currently serving 53 clients. With a team of 73 employees, including 39 in advisory roles, this firm is dedicated to delivering optimal financial solutions to its clients.

• BRADLEY EARL TURNER

  CHIEF OPERATING OFFICER owns less than 5%

• DAVID CAMPBELL FULTON

  PRESIDENT, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF BOARD owns less than 5%

• HARTLAND HOLDINGS, INC.

  MEMBER owns more than 50% but less than 75%

• HARTLAND MANAGEMENT INVESTORS, LLC

  MEMBER owns more than 10% but less than 25%

• ROSEMONT INVESTMENT PARTNERS III, LP

  MEMBER owns more than 25% but less than 50%

• STEVEN FRANCIS WOLKEN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• GREGORY PAUL ALTHANS

  MEMBER

• JUSTIN CARL TIPPIT

  MEMBER

• ROSEMONT INVESTMENT PARTNERS III, LLC

  GENERAL PARTNER

• MAI Capital Management LLC
• Beacon Financial Advisory LLC
• Resilience Management LLC
• CBIZ Financial Solutions Inc
• Winfield Associates Inc
• Townsend Holdings LLC
• Ancora Family Wealth Advisors LLC
• BOYD Watterson Asset Management LLC
• Investors Diversified Realty Management I LLC
• Planned Financial Services LLC

• Navigating the Changes in Clearstead Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison

• Apple Inc $15,330k
• COMMERCIAL VEH GRP $8,846k
• ABBOTT LABS $6,847k
• Berkshire Hathaway, Inc. $6,366k
• COVIA HLDGS CORP COM $6,075k
• ADP $5,150k
• Chevron Corp $5,009k
• ALPHABET INC $4,292k
• 3M CO $3,945k
• COCA-COLA CO $3,487k