Everhart Advisors
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
FINTRXOverview
Everhart Advisors is an independent registered investment adviser that has been SEC-registered since 1995. The firm is owned by an individual and serves both private clients (individuals and families) and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, as well as client education through newsletters and seminars. The firm also operates as an insurance broker and provides accounting services. Fee arrangements are varied: the firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee engagement models. Everhart does not position itself as a capital allocator and is not active on ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities23%
- Non-Exchange Traded Equities6%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$1B in ETFs
84%
$876M
9%
$168M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $202M | 2,245,503 | 19.39% |
Location
Dublin, OH
Franklin
Location
Dublin, OH
Headquartered in Dublin, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 5200 Rings Rd
- Time zone
- ET (UTC-5)
- Office locations
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