Everhart Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, publishing newsletters, educational seminars, business succession planning, education planning, estate planning, family office services, insurance, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 2,000 clients last fiscal year.
Everhart Financial Group reports 2,912 clients. They include 1,689 individual clients, 625 pension and profit-sharing plans, and 579 high-net-worth individuals. Of its assets, 98.4% ($2.43B across 5,986 accounts) are managed with discretion; $38.6M across 119 accounts are not. It advised 554 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 22% |
| High-net-worth individuals | 20% | 74% |
| Pension and profit-sharing plans | 21% | 3% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,689 | $530M | 21.5% | $314K |
| High-net-worth individuals | 579 | $1.83B | 74.2% | $3.16M |
| Pension and profit-sharing plans | 625 | $77.5M | 3.1% | $124K |
| Charitable organizations | Fewer than 5 | $1.23M | 0.1% | $1.23M |
| Corporations and other businesses | 18 | $26.8M | 1.1% | $1.49M |
| Total | 2,912 | $2.46B | 100% | — |
- Clients
- 1,689
- Regulatory AUM
- $530M
- AUM share
- 21.5%
- Avg. per client
- $314K
- Clients
- 579
- Regulatory AUM
- $1.83B
- AUM share
- 74.2%
- Avg. per client
- $3.16M
- Clients
- 625
- Regulatory AUM
- $77.5M
- AUM share
- 3.1%
- Avg. per client
- $124K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.23M
- AUM share
- 0.1%
- Avg. per client
- $1.23M
- Clients
- 18
- Regulatory AUM
- $26.8M
- AUM share
- 1.1%
- Avg. per client
- $1.49M
Total
- Clients
- 2,912
- Regulatory AUM
- $2.46B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 554
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 2000
Everhart Financial Group charges 0.40%–1.00% for its Wealth management fees. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$3M | 1.00% |
| $3M–$10M | 0.80% |
| $10M–$20M | 0.60% |
| $20M and above | 0.40% |
Fee details and sources
Richard Everhart owns 50% to 75% of Everhart Financial Group. The leadership team of Everhart Financial Group includes President Richard Everhart and Chief Compliance Officer Steven Reinsel. It has 59 employees, 28 of them in advisory roles.
Leadership
- Richard EverhartOwner and President
- Steven ReinselOwner, Chief Compliance Officer, Managing Partner
- Frank CiotolaOwner
- Brian HannaOwner
- Matthew RomeoOwner
Investment adviser representatives
36 representatives listed in the SEC register as of 9 October 2026.
- Clay J Acer
- Christopher Ryan Becker
- Lisa A Block
- Abigail Christine Boyer
- Thomas Edward Carline
- Francesco Ciotola
- Carson Bradrick Cooke
- Marc A. Cornell
- Rebekah Jo Curran
- Clark Alan Engle
- Richard Scott Everhart
- Luke Frederick Fassett
- Rachel Ann Fry
- Luke David Gearhart
- Duane Jerrod Gillman
- John Tyler Grega
- Brian J Hanna
- Jonathan Paul Hlavac
- Logan Tyler Jones
- John Michael Mancinotti
- Christopher Nolan Massey
- Steven Glenn Murlin
- Owen Ray North
- Matthew Joseph O'Hara
- Philip W Parker
- Carson David Pearlman
- Dennis Marc Pearlman
- Logan Pearlman
- Andrew John Pfeiffer
- Steven Reinsel
- Gregory Thomas Roberto
- Matthew James Romeo
- Max Charles Rosenthal
- Rainer Anton Schertel
- James Robert St.pierre
- Jonathan David Wiley
Staff
- 59 employees
- 28 in advisory functions
- 28 state-registered reps
- 10 insurance agents
- 3 soliciting firms
- Owns 50% to 75% of Everhart Financial Group Inc
Richard Everhart
Control person · since July 1995
- Owns 10% to 25% of Everhart Financial Group Inc
Matthew Romeo
Control person · since May 2007
- Owns 5% to 10% of Everhart Financial Group Inc
Brian Hanna
since September 2012
- Owns 5% to 10% of Everhart Financial Group Inc
Frank Ciotola
since January 2013
- Owns 5% to 10% of Everhart Financial Group Inc
Steven Reinsel
Control person · since May 2016
Everhart Financial Group’s regulatory assets grew 3.0× from $822M (July 2021) to $2.46B (September 2026); clients rose from 2,408 to 2,912 and employees from 38 to 59. In 2016, McGohan Brabender Financial joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $2.46B | 2,912 | 59 | 3 |
| May 2025 | $1.87B | 3,534 | 47 | 3 |
| April 2024 | $1.45B | 3,188 | 47 | 3 |
| June 2023 | $1.08B | 2,914 | 45 | 3 |
| July 2022 | $1.09B | 2,645 | 42 | 3 |
| July 2021 | $822M | 2,408 | 38 | 3 |
Firms that joined
20161 joined
- McGohan Brabender FinancialNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Everhart Financial Group has 2 offices, with 3 listed addresses in Florida and Ohio.
Ohio · 2 listed addresses
- 5200 Rings Road, DublinHQ
- 8525 Gander Creek Drive, Miamisburg
Florida · 1 listed address
- 12140 Carissa Commerce Court, Fort Myers
Other business names
Everhart Financial Group has reported 1 other business name to the SEC.
- Everhart
Contact and registration details
- Legal name
- Everhart Financial Group Inc
- Headquarters
- 5200 Rings Road, Dublin, OH 43017
- Website
- everhartadvisors.com
- Phone
- 614-717-9705
- @everhart-advisors
- SEC file
- 801-50786
- Founded
- 1995
- Structure
- Ohio other (specify)
- Fiscal year end
- December
Everhart Financial Group uses SEI Private Trust ($1.79B, 75%) and Charles Schwab ($600M, 25%) as custodians for its separately managed accounts. Everhart Financial Group has custody of $121M in client assets for 207 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $600M25%
- SEI Private TrustSEI Private Trust Company · Oaks, PA · $1.79B75%
At year end, Everhart Financial Group’s separately managed accounts were mostly in funds (66%) and stocks (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.56B across 481 positions; the largest are Vanguard Index Fds (12.5%), Vanguard Index Fds (11.4%) and Vanguard Index Fds (4.2%).
What the accounts hold
- Stocks29%
- Exchange-traded equities23%
- Non-exchange-traded equities6%
- Funds66%
- Cash5%
Reported 13F holdings
- $1.56B
- Reported 13F value
- 481
- Positions
- 54.3%
- In the 10 largest
- +33.1%
- Value vs. prior quarter
- Vanguard Index Fds · Value ETF12.5%
- Vanguard Index Fds · Growth ETF11.4%
- Vanguard Index Fds · Mcap GR Idxvip4.2%
- Vanguard Index Fds · Total Stk Mkt4.1%
- SPDR Series Trust · ST Str Sp600grwo4.1%
- Vanguard Index Fds · Mcap VL Idxvip4.0%
- Vanguard Index Fds · SM CP Val ETF4.0%
- Apple Inc.3.6%
- Dimensional ETF Trust · Intl Core EQT MK3.2%
- Nvidia Corporation3.1%
Together, the ten largest are 54.3% of reported value.
How many clients does Everhart Financial Group have?
Everhart Financial Group has 2,912 clients and manages $2.46 billion for them, as of September 2026. They include 1,689 individual clients, 625 pension and profit-sharing plans, and 579 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Everhart Financial Group offer?
Everhart Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, publishing newsletters, educational seminars, business succession planning, education planning, estate planning, family office services, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Everhart Financial Group charge?
Everhart Financial Group charges 0.40%–1.00% for its Wealth management fees. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.
Source: EVERHART ADVISORS ADV PART 2A, filed 23 September 2026
Which custodians does Everhart Financial Group use?
Everhart Financial Group’s separately managed account assets are held at SEI Private Trust Company (Oaks, PA), with $1.79B and Charles Schwab & Co., Inc. (San Francisco, CA), with $600M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does Everhart Financial Group have?
Everhart Financial Group has 28 investment adviser representatives registered with state securities authorities, out of 59 employees, and 28 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Everhart Financial Group invest in?
At the end of its last fiscal year, Everhart Financial Group’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 6% non-exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Everhart Financial Group?
Everhart Financial Group’s direct owners are Richard Everhart (50% to 75%), Matthew Romeo (10% to 25%), Brian Hanna (5% to 10%), Frank Ciotola (5% to 10%) and Steven Reinsel (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Everhart Financial Group get paid?
Everhart Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Everhart Financial Group registered with the SEC?
Yes, Everhart Financial Group has been registered with the SEC as an investment adviser since 21 December 1995. Its CRD number is 107091 and its SEC file number is 801-50786.
Source: Form ADV Part 1A, Item 1, filed 24 September 2026; IAPD firm record
How do I contact Everhart Financial Group?
Everhart Financial Group’s main office is at 5200 Rings Road, Dublin, OH 43017. Its phone number is 614-717-9705. Its website is everhartadvisors.com.