# Everhart Advisors

> Everhart Advisors is an SEC-registered investment advisory firm in Dublin, OH, registered since 1995, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 107091
- Filed as: EVERHART ADVISORS
- Legal name: Everhart Financial Group Inc
- Also doing business as: EVERHART
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107091
- AdvisorCensus page: https://advisorcensus.com/firm/everhart-advisors-dublin-oh-107091

## Quick answers

**How is Everhart Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Everhart Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Everhart Advisors located?**
Everhart Advisors' principal office is in Dublin, OH, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Everhart Advisors registered with the SEC or a state?**
Everhart Advisors is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 107091.

**How much does Everhart Advisors manage?**
Everhart Advisors reports $2,464,105,196 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (98% discretionary).

**How have Everhart Advisors' assets and staff changed since 2021?**
In the Form ADV data for Everhart Advisors: Regulatory assets under management: $822,458,175 in the October 2021 data and $2,464,105,196 in the October 2026 data, up 200%. Total employees: 38 in October 2021 and 59 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Everhart Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,689); pension and profit sharing plans (but not the plan participants or government pension plans) (625); high net worth individuals (579).

**Which custodians does Everhart Advisors use?**
Everhart Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Private Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Everhart Advisors report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107091

**Does Everhart Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated June 18, 2026 says: "Everhart Advisors does not require account minimums, but we may negotiate a minimum fee."

**What changed in Everhart Advisors' recent Form ADV filings?**
In the October 2026 filing data: Item 11 disclosure answers changed: 2 yes answers, previously 3 (now no: 11.D(2)). Changed its office addresses in Miamisburg, OH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 18, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> Everhart Advisors does not require account minimums, but we may negotiate a minimum fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Private Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,464,105,196
- Discretionary: $2,425,516,530
- Non-discretionary: $38,588,666

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,689 | $530,058,671 |
| High net worth individuals | 579 | $1,828,575,933 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 625 | $77,463,640 |
| Charitable organizations | 1 | $1,232,415 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 18 | $26,774,537 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1995 (30 years)
- Employees: 59 total, 28 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107091

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fort Myers, FL
- Miamisburg, OH

### Websites listed on Form ADV (Item 1.I)
- casepearlman.com
- everhartadvisors.com
- Facebook @EVERHARTADVISORS
- LinkedIn @EVERHART-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $822,458,175 | 38 | July 28, 2021 |
| October 2022 | $1,094,568,210 | 42 | August 4, 2022 |
| October 2023 | $1,084,743,953 | 45 | June 14, 2023 |
| October 2024 | $1,445,557,781 | 47 | September 10, 2024 |
| October 2025 | $1,874,701,457 | 47 | May 13, 2025 |
| October 2026 | $2,464,105,196 | 59 | September 24, 2026 |

Regulatory assets under management: $822,458,175 in the October 2021 data and $2,464,105,196 in the October 2026 data, up 200%.
Total employees: 38 in October 2021 and 59 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Item 11 disclosure answers changed: 2 yes answers, previously 3 (now no: 11.D(2)).
- Changed its office addresses in Miamisburg, OH.

### June 2026
- Registered or notice-filed in ID, UT.

### April 2026
- Item 11 disclosure answers changed: 3 yes answers, previously 6 (now no: 11.C(2), 11.C(4), 11.C(5)).
- Employees performing advisory functions went from 26 to 28.
- Regulatory assets under management went from $1,874,701,457 to $2,464,105,196 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Everhart Advisors (CRD 107091): Form ADV filing data as of October 2026.