Clearstead Advisors

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Clearstead Advisors Overview

Type

Multi Family Office

Year Founded

1989

General Information

Clearstead Advisors is a multi-family office headquartered in Cleveland, United States. Founded in 1989 and rooted in investment consulting fees generated by founder Thomas Hartland’s advisory practice, the firm advises wealthy families, endowments, foundations, and retirement plans across asset allocation, private markets, and trust administration. Its team integrates portfolio management with tax planning, estate structuring, and family governance—serves families and institutions with integrated investment, tax, and governance advice.

Contact Information

Website:
https://www.clearstead.com

Year Founded:
1989

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
1100 Superior Avenue East Suite 700, Cleveland, Ohio 44114

Portfolio & Notable Allocations


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Clearstead Advisors | Cleveland Multi Family Office | Altss