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EVERHART FINANCIAL GROUP INC

Doing business as EVERHART ADVISORS. SEC Form ADV profile.

Total regulatory AUM
$2,464,105,196
Discretionary
$2,425,516,530
Non-discretionary
$38,588,666

Firm details

CRD number
107091
SEC file number
801-50786
Main office
DUBLIN, OH, United States
Employees
59
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.