Everhart Advisors

Registered investment adviser · Dublin, OH · CRD #107091

Form ADV data as of 2026-09-01

Regulatory assets

$2.46 billion

Total accounts

6,105

Employees

Disclosure events

Firm details

Website: https://www.everhartadvisors.com
Telephone: 614-717-9705
SEC file number: 801-50786
Most recent Form ADV filing: 2026-06-18
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a false statement, omission, or dishonest, unfair, or unethical conduct
Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.43 billion
Non-discretionary regulatory assets under management	$38.6 million
Total regulatory assets under management	$2.46 billion
Discretionary accounts	5,986
Non-discretionary accounts	119
Total accounts	6,105
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	59
Employees performing investment advisory functions (including research)	28
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	28
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	10
Firms or persons who solicit advisory clients on the firm's behalf	3

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$121.3 million
Clients for whom the firm has custody	207
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	3

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesPublication of periodicals or newslettersEducational seminars/workshops

Other business activities

Insurance broker or agentAccountant or accounting firm

Affiliated related persons

Accountant or accounting firm

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	1,689	$530.1 million
High net worth individuals	579	$1.83 billion
Pension and profit sharing plans (not the participants or government plans)	625	$77.5 million
Charitable organizations	1	$1.2 million
Corporations or other businesses not listed above	18	$26.8 million