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EVERHART ADVISORS
DUBLIN, OH
614-717-9705
SEC #801-50786Total AUM
$2.5B
Employees
59Clients
2,912Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5200 RINGS ROAD
DUBLIN
OH 43017
United States
DUBLIN
OH 43017
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
614-717-9705
Other Offices
2
Financials
Total AUM
$2.5B
Accounts
6,105Discretionary
$2.4B
Accounts
5,986Non-Discretionary
$38.6M
Accounts
119
Clients
Individual Clients
1,689AUM
$530.1M
HNW Individual Clients
579AUM
$1.8B
Pension/Profit Sharing Plan Clients
625AUM
$77.5M
Charitable Organization Clients
1AUM
$1.2M
Corporation or Business Clients
18AUM
$26.8M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.