RIA Intel›Advisers›Ohio›EVERHART FINANCIAL GROUP INC

EVERHART FINANCIAL GROUP INC

Advisory

N·DUBLIN, OH

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$1.9B

1-Year AUM Growth

+33.3%

3-Year CAGR

+18.0%

Employees

26

Assets Under Management

Total AUM$1.9B

Discretionary AUM$1.8B

Non-Discretionary AUM$43M

Discretionary %97.7%

Total Clients3,534

Team

Total Employees26

Investment Advisers47

Employee Growth (1Y)-12.0%

Filing History

Total Filings on Record63

First FilingFeb 28, 2001

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 63 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EVERHART FINANCIAL GROUP INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.