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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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