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

Clients

Accounts

5,483

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Other (specify) (S-CORP)
State of Formation: Ohio
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 12, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
KEELER, ANDREW, PAUL	I	FINANCIAL PLANNER	NA	Control
KEELER, ANDREW, PAUL	I	FINANCIAL PLANNER	NA	Control
KEELER, ANDREW, PAUL	I	FINANCIAL PLANNER	NA	Control
KEELER, ANDREW, PAUL	I	FINANCIAL PLANNER	NA	Control
KEELER, ANDREW, PAUL	I	FINANCIAL PLANNER	NA	Control
REINSEL, STEVEN	I	CHIEF COMPLIANCE OFFICER	NA
REINSEL, STEVEN	I	CHIEF COMPLIANCE OFFICER	NA
REINSEL, STEVEN	I	CHIEF COMPLIANCE OFFICER	NA
REINSEL, STEVEN	I	CHIEF COMPLIANCE OFFICER	NA
REINSEL, STEVEN	I	CHIEF COMPLIANCE OFFICER	NA
REINSEL, STEVEN	I	CHIEF COMPLIANCE OFFICER	NA
REINSEL, STEVEN	I	CHIEF COMPLIANCE OFFICER	NA
EVERHART, RICHARD, SCOTT	I	OWNER/CHIEF COMPLIANCE OFFICER	E	Control
EVERHART, RICHARD, SCOTT	I	OWNER/CHIEF COMPLIANCE OFFICER	E	Control
EVERHART, RICHARD, SCOTT	I	OWNER/CHIEF COMPLIANCE OFFICER	E	Control
EVERHART, RICHARD, SCOTT	I	OWNER	E	Control
EVERHART, RICHARD, SCOTT	I	OWNER	E	Control
EVERHART, RICHARD, SCOTT	I	OWNER/CHIEF COMPLIANCE OFFICER	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER/CHIEF COMPLIANCE OFFICER	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER/CHIEF COMPLIANCE OFFICER	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER/CHIEF COMPLIANCE OFFICER	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER/CHIEF COMPLIANCE OFFICER	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER/CHIEF COMPLIANCE OFFICER	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER/CHIEF COMPLIANCE OFFICER	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER/CHIEF COMPLIANCE OFFICER	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER/CHIEF COMPLIANCE OFFICER	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
EVERHART, RICHARD, SCOTT	I	OWNER AND PRESIDENT	D	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B
ROMEO, MATTHEW, JAMES	I	OWNER	B
ROMEO, MATTHEW, JAMES	I	OWNER	B
ROMEO, MATTHEW, JAMES	I	PARTNER	B	Control
ROMEO, MATTHEW, JAMES	I	PARTNER	B	Control
ROMEO, MATTHEW, JAMES	I	PARTNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF COMPLIANCE OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	PARTNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF COMPLIANCE OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF COMPLIANCE OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF COMPLIANCE OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF OPPERATIONS OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF OPPERATIONS OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF OPPERATIONS OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF OPPERATIONS OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF COMPLIANCE OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF COMPLIANCE OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF OPPERATIONS OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF OPPERATIONS OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF OPPERATIONS OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF OPPERATIONS OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF OPPERATIONS OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF OPPERATIONS OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF OPPERATIONS OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF OPPERATIONS OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER AND CHIEF OPPERATIONS OFFICER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
ROMEO, MATTHEW, JAMES	I	OWNER	B	Control
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
CIOTOLA, FRANK	I	OWNER	A
HANNA, BRIAN, J	I	PARTNER	A
HANNA, BRIAN, J	I	PARTNER	A
HANNA, BRIAN, J	I	PARTNER	A
HANNA, BRIAN, J	I	PARTNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	PARTNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
HANNA, BRIAN, J	I	OWNER	A
REINSEL, STEVEN	I	CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER	A	Control
REINSEL, STEVEN	I	OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
EVERHART, RICHARD, SCOTT	I	EFG, INC.	E	Control
EVERHART, RICHARD, SCOTT	I	EFG, INC.	E	Control
EVERHART, RICHARD, SCOTT	I	EFG, INC.	E	Control
EVERHART, RICHARD, SCOTT	I	EFG, INC.	E	Control
EVERHART, RICHARD, SCOTT	I	EFG, INC.	E	Control
EVERHART, RICHARD, SCOTT	I	EFG, INC.	D	Control
EVERHART, RICHARD, SCOTT	I	EFG, INC.	D	Control
EVERHART, RICHARD, SCOTT	I	EFG, INC.	D	Control
EVERHART, RICHARD, SCOTT	I	EFG, INC.	D	Control
EVERHART, RICHARD, SCOTT	I	EFG, INC.	D	Control

Registrations

Federal

Sep 12, 2025 REGISTERED

Notice Filings (31)

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Address

5200 RINGS ROAD
DUBLIN, OH 43017
United States

Phone: 614-717-9705