← Directory
EVERHART ADVISORS
Legal name: EVERHART FINANCIAL GROUP INC
CRD 107091File 801-50786
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.46B
Top 25% of cohort (national)
Discretionary AUM
$2.43B
Non-discretionary $38.6M
Clients
2,912
6,105 accounts
Employees
59
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 21, 1995
- Principal office
- 5200 RINGS ROAD, DUBLIN, OH, 43017
- Phone
- 614-717-9705
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.46B
- Discretionary AUM
- $2.43B
- Non-discretionary AUM
- $38.6M
- Discretionary accounts
- 5,986
- Non-discretionary accounts
- 119
- Total accounts
- 6,105
- AUM per client
- $846K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $26.8M |
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 579 | $1.83B |
| Pension and profit sharing plans | 625 | $77.5M |
| Individuals (other than high net worth individuals) | 1,689 | $530.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 47 | 59 | increased by12 |
| Apr 1, 2026 | Clients | 3,534 | 2,912 | decreased by622 |
| Apr 1, 2026 | AUM | $1,874,701,457 | $2,464,105,196 | increased by$589,403,739 |
| Apr 1, 2026 | Accounts | 5,483 | 6,105 | increased by622 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 42 | 47 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,645 | 3,534 | increased by889 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,094,568,210 | $1,874,701,457 | increased by$780,133,247 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,715 | 5,483 | increased by1,768 |
| Apr 1, 2022 | Employees | 38 | 42 | increased by4 |
| Apr 1, 2022 | Clients | 2,408 | 2,645 | increased by237 |
| Apr 1, 2022 | AUM | $822,458,175 | $1,094,568,210 | increased by$272,110,035 |
| Apr 1, 2022 | Accounts | 3,170 | 3,715 | increased by545 |
| Aug 1, 2021 | Employees | 33 | 38 | increased by5 |
| Aug 1, 2021 | Clients | 2,308 | 2,408 | increased by100 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EVERHART ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EVERHART ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.