EVERHART ADVISORS

Legal name: EVERHART FINANCIAL GROUP INC

CRD 107091File 801-50786

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jun 18, 2026

Feed vintage Aug 17, 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

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
Website: HTTPS://WWW.FACEBOOK.COM/EVERHARTADVISORS

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, 5G

Compensation

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
Q11D2
Q11D4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.