Everhart Advisors

RIASEC Registered

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 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.