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 individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its service set also includes pension consulting, publication of newsletters, and educational seminars or workshops. Everhart operates as an insurance broker and provides accounting services alongside its advisory practice. Fee arrangements are mixed: the firm charges a percentage of AUM and also uses hourly and fixed-fee structures for certain engagements. Everhart does not identify as an active ESG investor.