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Sugarsuren Byambasuren

Clearstead; Clearstead Advisory Solutions

Seattle, WA

Cleveland, OH

CRD 8016828

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Employer firm

Clearstead; Clearstead Advisory Solutions CRD 105674

$33.9B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-04-01
  • WA RA
    APPROVED
    Since 2026-04-01

Branch Locations

999 3Rd Avenue, Seattle, WA 98104 • United States

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Clarius Group, Llc Seattle WA 12/2024 01/2026
The Clarius Group, Llc Seattle WA 09/2023 12/2024
Blue Wood Capital, Llc Seattle WA 02/2021 09/2023
Blue Wood Capital, Llc Seattle WA 09/2020 02/2021
Cornucopian Capital Management, Llc Montclair NJ 01/2022 03/2022
Hall Capital Partners, Llc San Francisco CA 06/2017 07/2020
Hall Capital Partners, Llc San Francisco CA 01/2015 06/2017
Clearstead Advisors Llc Seattle WA 02/2026 Present
  • 12/2024 → 01/2026
    The Clarius Group, Llc
    Seattle, WA
  • 09/2023 → 12/2024
    The Clarius Group, Llc
    Seattle, WA
  • 02/2021 → 09/2023
    Blue Wood Capital, Llc
    Seattle, WA
  • 09/2020 → 02/2021
    Blue Wood Capital, Llc
    Seattle, WA
  • 01/2022 → 03/2022
    Cornucopian Capital Management, Llc
    Montclair, NJ
  • 06/2017 → 07/2020
    Hall Capital Partners, Llc
    San Francisco, CA
  • 01/2015 → 06/2017
    Hall Capital Partners, Llc
    San Francisco, CA
  • 02/2026 → Present
    Clearstead Advisors Llc
    Seattle, WA
Previous Registrations
  • 2025-01-13 → 2026-02-18
    The Clarius Group, Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-30
  • S65 Uniform Investment Adviser Law Examination
    2024-11-30

View on SEC IAPD

Nearby Firms

KLAKNA GROUP LTD
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
MADISON PARK CAPITAL ADVISORS, LLC

Nearby Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE

Nearby Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA

More in Seattle, WA

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