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 advisor that has been SEC-registered since 1995 and is owned by an individual. The firm serves both individual and family clients as well as institutional sponsors, offering a mix of financial planning and portfolio management services for individuals, small businesses and institutions. Its advisory scope includes pension consulting, publication of periodicals and delivery of educational seminars and workshops. Everhart also operates as an insurance broker and provides accounting-related services. Fee arrangements include a percentage of AUM, hourly billing and fixed fees. The firm does not identify as an active ESG investor.
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
1 of 1
Steven Reinsel
Managing Partner and Chief Compliance OfficerCRD 6601006
Contacts
3 of 35Duane Gillman
Financial ConsultantCRD 5649117
Matthew Romeo
Partner, Wealth ManagerCRD 4201945
Clark Engle
Wealth ManagerCRD 6900461
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$1B in ETFs
85%
$858M
8%
$150M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $195M | 896,315 | 19.38% |
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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