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Clearstead Advisors, LLC
Bradley D. Knapp · Investment Advisor · Multi-Strategy
Clearstead Advisors, LLC is an independent wealth management and institutional investment consulting firm headquartered in Cleveland, Ohio. Established in 1989 as Hartland & Co., the firm rebranded to Clearstead in 2018 to reflect its focus on providing clear, fiduciary-driven financial counsel. The institution serves a diverse client base, including high-net-worth families, endowments, foundations, and retirement plans. Clearstead offers a comprehensive suite of services such as investment advisory, tax planning, estate planning, and family office administration. As a majority employee-owned firm, it prides itself on its objective, research-centric approach and its commitment to long-term wealth preservation and growth through sophisticated portfolio construction.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +23.2% |
| YTD return | +16.5% |
| Sharpe ratio | 3.91 |
| Win rate | 71% |
| AUM | $2.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.clearstead.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 14.8% | +21.3% |
| PCAR | PACCAR Inc | 13.6% | +12.4% |
| MSFT | Microsoft Corporation | 13.1% | +8.2% |
| GOOGL | Alphabet Inc Class A | 8.5% | +28.1% |
| AMZN | Amazon.com Inc | 7.5% | +9.0% |
| NVDA | NVIDIA Corporation | 6.3% | +2.6% |
| JPM | JPMorgan Chase & Co | 4.2% | +12.8% |
| BRK-A | Berkshire Hathaway Inc | 3.9% | +2.0% |
| NSC | Norfolk Southern Corporation | 3.6% | +7.4% |
| LLY | Eli Lilly and Company | 2.9% | +24.9% |
| JNJ | Johnson & Johnson | 2.8% | +36.8% |
| CAT | Caterpillar Inc | 2.8% | +50.4% |
| AVGO | Broadcom Inc | 2.6% | +2.3% |
| COST | Costco Wholesale Corp | 2.1% | -2.2% |
| PANW | Palo Alto Networks Inc | 2.1% | +9.4% |
| AMD | Advanced Micro Devices Inc | 1.9% | +9.8% |
| META | Meta Platforms Inc. | 1.9% | -1.5% |
| MU | Micron Technology Inc | 1.8% | +32.9% |
| SON | Sonoco Products Company | 1.8% | -12.0% |
| WMT | Walmart Inc. Common Stock | 1.8% | +4.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | PANW | 2.0% → 2.1% |
| Aug 31, 2026 | BUY | GOOGL | 8.5% → 8.5% |
| Aug 31, 2026 | BUY | BRK-A | 3.9% → 3.9% |
| Aug 31, 2026 | BUY | SON | 1.8% → 1.8% |
| Aug 31, 2026 | BUY | WMT | 0.0% → 1.8% |
Investment Style Analysis
Clearstead Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $2.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Farm & Heavy Construction Machinery and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Clearstead Advisors, LLC made a significant move by reducing the position in PANW. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Clearstead’s investment philosophy is built on the belief that broad asset allocation and rigorous risk management are the primary determinants of long-term investment success. The firm employs a disciplined, open-architecture approach to source and monitor investments across traditional and alternative asset classes. By integrating strategic and tactical asset allocation with customized portfolio construction, Clearstead aims to meet specific client objectives after inflation and fees. Their strategy emphasizes transparency, tax-efficiency, and the use of both active and passive management to navigate complex market environments while maintaining a strong fiduciary standard.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Clearstead Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for Clearstead Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Clearstead Advisors, LLC's largest holding?
As of the latest filing, Clearstead Advisors, LLC's top position is Apple Inc (AAPL), representing 14.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Clearstead Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +23.2% with a win rate of 71%. Notably, the portfolio maintains a Sharpe Ratio of 3.91, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Clearstead Advisors, LLC primarily invest in?
Clearstead Advisors, LLC has a strong preference for the Farm & Heavy Construction Machinery sector, which makes up 16.4% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Clearstead Advisors, LLC's portfolio concentrated or diversified?
Clearstead Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Clearstead Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Clearstead Advisors, LLC tracks a Year-to-Date (YTD) return of +16.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Bradley D. Knapp manage Clearstead Advisors, LLC directly?
Yes, Bradley D. Knapp serves as the key portfolio manager for Clearstead Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.