Investment adviser · CRD 107091
EVERHART ADVISORS
Investment adviser filing (IA)
EVERHART FINANCIAL GROUP INC
DUBLIN, OH, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $2.46B Form ADV · Item 5.F
- Client accounts
- 6,105 Accounts, not individual clients
- Employees
- 59 Reported in this filing
- Advisory professionals
- 28 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 579 | $1,828,575,933 | 74.2% |
| Individuals | 1,689 | $530,058,671 | 21.5% |
| Retirement plans | 625 | $77,463,640 | 3.1% |
| Corporations & businesses | 18 | $26,774,537 | 1.1% |
| Charities | Fewer than 5 | $1,232,415 | 0.1% |
Filing source
Form ADV 2134761 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5200 RINGS ROADDUBLIN, OH, 43017, United States
CRD 107091
Filing source
Form ADV 2134761 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.