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 founded in 1995 and owned by an individual. The firm serves both individuals/families and institutional clients and combines investment management with financial planning and related advisory services. Its fee model includes a percentage-of-AUM component as well as hourly and fixed-fee arrangements, and the firm also operates in ancillary roles as an insurance broker and an accountant. Advisory services extend beyond standard portfolio management for individuals and small businesses to include portfolio management for businesses or institutions, pension consulting, educational seminars/workshops, and publication of periodicals or newsletters. Everhart Advisors does not self-identify as an active ESG investor and is not organized as a multi-state or related adviser.