OUR HISTORY

Authentic. Steadfast. Clearstead.

Creating a firm steeped in diverse financial expertise, dedicated to objectivity, and unafraid to tackle complex client problems is not easy. But then again, Clearstead exists to do what others cannot. Guided by the understanding that every client’s financial needs are unique and require the investment of time, relationship-building and customized solutions, our company was created to deliver optimal results and stand apart from homogenized, mass-marketed financial products promoted by big financial institutions.
Dave Fulton, Chief Executive Officer

1986

Chess Financial Founded

Chess Financial provided investment management and tax, estate and financial planning since it’s foundation in 1986. The core of their business operated as a fee-only firm, meaning their advisers don’t earn money by recommending and/or selling specific products.

1989

hartland founded

In 1989, Hartland was founded and set out to build an authentic firm we would be proud to nurture; a firm focused on providing objective, steadfast guidance in constructing and managing complex portfolios for prominent institutions, and later, for individuals, families, and related entities.

2011

Hartland acquires Chess Financial

Hartland acquires Chess Financial adding 23 employees and 150 family and individual clients in the investment management and tax, estate and financial planning sectors. Both Chess and Hartland were independent, fee-only advisors, dedicated to providing objective financial counsel.  Hartland, from its inception, was dedicated to employee ownership and objective advice, and became a prominent institutional consultant.

Hartland launches OCIO discretionary services.
Employees: 50

ASSETS UNDER MANAGEMENT: $1.1B

ASSETS UNDER ADVISEMENT: $11.5B

2014

Hartland acquires Plimsoll Mark Capital

Hartland consolidates Northeast Ohio operations in downtown Cleveland.

On December 31st, Hartland completes its acquistion of Portland, Maine-based independent wealth adviser Plimsoll Mark Capital. The acquistion adds an addtional $0.28B in AUM and expands the firm’s presence outside Northeast Ohio.

Hartland also began the HEELS initiative, now known as EmpowHER, in order to advance the careers of women at Hartland and  within the investment industry. The firm also dedicated itself to inclusiveness in recruiting, hiring, and firm decision-making.

Employees: 55

ASSETS UNDER MANAGEMENT: $2.2B

ASSETS UNDER ADVISEMENT: $15.5B

2016

Lancaster Pollard

Hartland acquires the clients and employees of Lancaster Pollard Investment Advisor Group, an institutional investment consulting firm located in Columbus, OH. The acquisition broadened the firm’s institutional client base.
Employees: 69

ASSETS UNDER MANAGEMENT: $3.2B

ASSETS UNDER ADVISEMENT: $18.0B

2018

CLEARSTEAD LAUNCHES

Hartland rebrands and renames the firm Clearstead Advisors, LLC. The name Clearstead combines core firm attributes of clarity and steadfastness in serving clients. Today, Clearstead continues to prosper by building its private client and institutional advisory businesses.
75 EMPLOYEES

OVER 550 PRIVATE CLIENTS

OVER 125 INSTITUTIONS

$4 BILLION ASSETS UNDER MANAGEMENT

$20 BILLION ASSETS UNDER ADVISEMENT

28 EMPLOYEE AND BOARD MEMBER SHAREHOLDERS

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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