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EVERHART ADVISORS
EVERHART FINANCIAL GROUP INC
CRD 107091 · SEC 801-50786
5200 RINGS ROAD, DUBLIN, OH, 43017, United States
Phone
614-717-9705
Fax
614-717-9725
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.46B
Discretionary AUM
$2.43B
Team
59 total employees; 28 advisory reps; 554 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-06-18
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1689 | $530.1M |
| High net worth individuals | 579 | $1.83B |
| Pension/profit sharing plans | 625 | $77.5M |
| Charitable organizations | 1 | $1.2M |
| Corporations/business entities | 18 | $26.8M |
States served
AL, AZ, AR, CA, CO, GA, ID, IL, IN, KY, LA, MD, MI, MN, NE, NV, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD