DFX Intelligence
Clearstead Advisors, LLC
unclassified· OH
unclassified
3 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
3 allocators
- Third Federal Savings Retirement Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Covia Holdings Corporation Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Smwia Staff Pension Plan Investment adviser (plan)through Nov 30, 2023 Form 5500
Schedule C rows
6 rows, $491,352 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Covia Holdings Corporation Pension Plan | 2024 | 27 50 | NONE | $94,105 |
| Third Federal Savings Retirement Plan | 2024 | 27 51 | INVESTMENT ADVISORY | $53,044 |
| Smwia Staff Pension Plan | 2024 | 27 | NONE | $25,724 |
+3 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- Clearstead Advisors, LLC appears on Covia Holdings Corporation Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Clearstead Advisors, LLCaskebsa.dol.gov