Everhart Advisors

RIASEC RegisteredEst. 1995

Total AUM

$2.5B

Discretionary

$2.4B

98% of AUM

Avg account

$404K

Accounts

6,105

Employees

Advisory reps

Firm details

Headquarters: Dublin, Ohio
CRD number: 107091
Registered since: December 21, 1995
Website: everhartadvisors.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.21%
Individuals21.51%
Pension & Profit Sharing Plans3.14%
Corporations / Businesses1.09%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Everhart Advisors is an independent registered investment adviser that has operated since 1995 and is owned by an individual principal. The firm serves both individual/family clients and institutional clients and combines investment management with ancillary services such as accounting and insurance brokerage. Its advisory offering spans financial planning, portfolio management for both individuals/small businesses and larger business or institutional clients, pension consulting, and client education through publications and workshops. Fee arrangements are flexible and include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Everhart does not identify as an active ESG investor and is not listed in this dataset as a capital allocator to external private funds.