EVERHART FINANCIAL GROUP INC
Legal name: EVERHART ADVISORS
CRD #107091 SEC #801-50786 DUBLIN, OH 614-717-9705
SEC Registered Disclosures
Total AUM
$1.9B
Discretionary
$1.8B
Employees
47
Clients
--
Accounts
5,483
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.9B | $1.8B | $43.3M | 47 | 514 |
| May 2025 | $1.9B | $1.8B | $43.3M | 47 | 514 |
| Mar 2025 | $1.9B | $1.8B | $43.3M | 47 | 514 |
| Dec 2024 | $1.4B | $1.4B | $43.6M | 47 | 493 |
| Sep 2024 | $1.4B | $1.4B | $43.6M | 47 | 493 |
| Sep 2024 | $1.4B | $1.4B | $43.6M | 47 | 493 |
| Apr 2024 | $1.4B | $1.4B | $43.6M | 47 | 493 |
| Apr 2024 | $1.4B | $1.4B | $43.6M | 47 | 493 |
| Apr 2024 | $1.4B | $1.4B | $43.6M | 47 | 493 |
| Mar 2024 | $1.4B | $1.4B | $43.6M | 47 | 493 |
| Jan 2024 | $1.1B | $955.7M | $129M | 45 | 455 |
| Jun 2023 | $1.1B | $955.7M | $129M | 45 | 455 |
| May 2023 | $1.1B | $955.7M | $129M | 45 | 455 |
| Apr 2023 | $1.1B | $955.7M | $129M | 45 | 455 |
| Mar 2023 | $1.1B | $955.7M | $129M | 45 | 455 |
| Jan 2023 | $1.1B | $995.7M | $98.9M | 42 | 420 |
| Aug 2022 | $1.1B | $995.7M | $98.9M | 42 | 420 |
| Jul 2022 | $1.1B | $995.7M | $98.9M | 42 | 420 |
| Mar 2022 | $1.1B | $995.7M | $98.9M | 42 | 420 |
| Jul 2021 | $822.5M | $740.6M | $81.9M | 38 | 440 |
| Mar 2021 | $822.5M | $740.6M | $81.9M | 33 | 320 |
| Jul 2020 | $532.1M | $432.5M | $99.6M | 29 | 320 |
| Jun 2020 | $532.1M | $432.5M | $99.6M | 29 | 320 |
| Apr 2020 | $532.1M | $432.5M | $99.6M | 29 | 320 |
| Apr 2020 | $532.1M | $432.5M | $99.6M | 30 | 320 |
| Mar 2020 | $532.1M | $432.5M | $99.6M | 30 | 320 |
| Jul 2019 | $447.7M | $320.4M | $127.4M | 28 | 290 |
| Mar 2019 | $447.7M | $320.4M | $127.4M | 28 | 290 |
| Sep 2018 | $335.9M | $163.5M | $172.4M | 27 | 250 |
| Mar 2018 | $335.9M | $163.5M | $172.4M | 27 | 250 |
| Sep 2017 | $275M | $0 | $275M | 24 | 1,250 |
| Mar 2017 | $275M | $0 | $275M | 24 | 1,250 |
| Feb 2017 | $275M | $0 | $275M | 24 | 1,250 |
| Jan 2017 | $280M | $0 | $280M | 20 | 550 |
| Oct 2016 | $200M | $0 | $200M | 20 | 550 |
| Oct 2016 | $200M | $0 | $200M | 20 | 550 |
| Aug 2016 | $200M | $0 | $200M | 20 | 550 |
| May 2016 | $200M | $0 | $200M | 20 | 550 |
| Mar 2016 | $200M | $0 | $200M | 20 | 550 |
| Feb 2016 | $200M | $0 | $200M | 20 | 550 |
| Feb 2016 | $200M | $0 | $200M | 20 | 550 |
| Feb 2016 | $250M | $0 | $250M | 18 | 550 |
| Jan 2016 | $250M | $0 | $250M | 18 | 550 |
| Mar 2015 | $250M | $0 | $250M | 18 | 550 |
| Apr 2014 | $200M | $0 | $200M | 13 | 500 |
| Mar 2014 | $600M | $0 | $600M | 13 | 500 |
| Nov 2013 | $600M | $0 | $600M | 11 | 500 |
| Jun 2013 | $600M | $0 | $600M | 11 | 500 |
| Apr 2013 | $650M | $0 | $650M | 11 | 500 |
| Feb 2012 | $500M | $0 | $500M | 11 | 500 |
| Mar 2011 | $400M | $0 | $400M | -- | -- |
| Feb 2011 | $400M | $0 | $400M | -- | -- |
| Mar 2010 | $350M | $0 | $350M | -- | -- |
| Feb 2007 | $240M | $0 | $240M | -- | -- |
| Feb 2006 | $170M | $0 | $170M | -- | -- |
| Sep 2005 | $115M | $0 | $115M | -- | -- |
| Jan 2005 | $80M | $0 | $80M | -- | -- |
| Mar 2002 | $70M | $0 | $70M | 10 | -- |
DateSep 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$43.3M
Employees47
Clients514
DateMay 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$43.3M
Employees47
Clients514
DateMar 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$43.3M
Employees47
Clients514
DateDec 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$43.6M
Employees47
Clients493
DateSep 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$43.6M
Employees47
Clients493
DateSep 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$43.6M
Employees47
Clients493
DateApr 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$43.6M
Employees47
Clients493
DateApr 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$43.6M
Employees47
Clients493
DateApr 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$43.6M
Employees47
Clients493
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$43.6M
Employees47
Clients493
DateJan 2024
Total AUM$1.1B
Discretionary$955.7M
Non-Disc.$129M
Employees45
Clients455
DateJun 2023
Total AUM$1.1B
Discretionary$955.7M
Non-Disc.$129M
Employees45
Clients455
DateMay 2023
Total AUM$1.1B
Discretionary$955.7M
Non-Disc.$129M
Employees45
Clients455
DateApr 2023
Total AUM$1.1B
Discretionary$955.7M
Non-Disc.$129M
Employees45
Clients455
DateMar 2023
Total AUM$1.1B
Discretionary$955.7M
Non-Disc.$129M
Employees45
Clients455
DateJan 2023
Total AUM$1.1B
Discretionary$995.7M
Non-Disc.$98.9M
Employees42
Clients420
DateAug 2022
Total AUM$1.1B
Discretionary$995.7M
Non-Disc.$98.9M
Employees42
Clients420
DateJul 2022
Total AUM$1.1B
Discretionary$995.7M
Non-Disc.$98.9M
Employees42
Clients420
DateMar 2022
Total AUM$1.1B
Discretionary$995.7M
Non-Disc.$98.9M
Employees42
Clients420
DateJul 2021
Total AUM$822.5M
Discretionary$740.6M
Non-Disc.$81.9M
Employees38
Clients440
DateMar 2021
Total AUM$822.5M
Discretionary$740.6M
Non-Disc.$81.9M
Employees33
Clients320
DateJul 2020
Total AUM$532.1M
Discretionary$432.5M
Non-Disc.$99.6M
Employees29
Clients320
DateJun 2020
Total AUM$532.1M
Discretionary$432.5M
Non-Disc.$99.6M
Employees29
Clients320
DateApr 2020
Total AUM$532.1M
Discretionary$432.5M
Non-Disc.$99.6M
Employees29
Clients320
DateApr 2020
Total AUM$532.1M
Discretionary$432.5M
Non-Disc.$99.6M
Employees30
Clients320
DateMar 2020
Total AUM$532.1M
Discretionary$432.5M
Non-Disc.$99.6M
Employees30
Clients320
DateJul 2019
Total AUM$447.7M
Discretionary$320.4M
Non-Disc.$127.4M
Employees28
Clients290
DateMar 2019
Total AUM$447.7M
Discretionary$320.4M
Non-Disc.$127.4M
Employees28
Clients290
DateSep 2018
Total AUM$335.9M
Discretionary$163.5M
Non-Disc.$172.4M
Employees27
Clients250
DateMar 2018
Total AUM$335.9M
Discretionary$163.5M
Non-Disc.$172.4M
Employees27
Clients250
DateSep 2017
Total AUM$275M
Discretionary$0
Non-Disc.$275M
Employees24
Clients1,250
DateMar 2017
Total AUM$275M
Discretionary$0
Non-Disc.$275M
Employees24
Clients1,250
DateFeb 2017
Total AUM$275M
Discretionary$0
Non-Disc.$275M
Employees24
Clients1,250
DateJan 2017
Total AUM$280M
Discretionary$0
Non-Disc.$280M
Employees20
Clients550
DateOct 2016
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees20
Clients550
DateOct 2016
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees20
Clients550
DateAug 2016
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees20
Clients550
DateMay 2016
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees20
Clients550
DateMar 2016
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees20
Clients550
DateFeb 2016
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees20
Clients550
DateFeb 2016
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees20
Clients550
DateFeb 2016
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees18
Clients550
DateJan 2016
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees18
Clients550
DateMar 2015
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees18
Clients550
DateApr 2014
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees13
Clients500
DateMar 2014
Total AUM$600M
Discretionary$0
Non-Disc.$600M
Employees13
Clients500
DateNov 2013
Total AUM$600M
Discretionary$0
Non-Disc.$600M
Employees11
Clients500
DateJun 2013
Total AUM$600M
Discretionary$0
Non-Disc.$600M
Employees11
Clients500
DateApr 2013
Total AUM$650M
Discretionary$0
Non-Disc.$650M
Employees11
Clients500
DateFeb 2012
Total AUM$500M
Discretionary$0
Non-Disc.$500M
Employees11
Clients500
DateMar 2011
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees--
Clients--
DateFeb 2011
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees--
Clients--
DateMar 2010
Total AUM$350M
Discretionary$0
Non-Disc.$350M
Employees--
Clients--
DateFeb 2007
Total AUM$240M
Discretionary$0
Non-Disc.$240M
Employees--
Clients--
DateFeb 2006
Total AUM$170M
Discretionary$0
Non-Disc.$170M
Employees--
Clients--
DateSep 2005
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees--
Clients--
DateJan 2005
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees--
Clients--
DateMar 2002
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees10
Clients--