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Everhart Advisors
Everhart Advisors was founded in 1995 and maintains its headquarters in Dublin, Ohio. It advises individuals, high-net-worth families, and business entities by...
Everhart Advisors
Everhart Advisors was founded in 1995 and maintains its headquarters in Dublin, Ohio. It advises individuals, high-net-worth families, and business entities by combining financial planning, tax planning, and investment portfolio management under a registered investment advisor structure that applies fiduciary standards. The firm integrates tax-aware asset allocation with traditional portfolio construction and concentrates its operations in central Ohio from a single location. Public records do not disclose assets under management, team size, ownership details, or any affiliated philanthropic, real-asset, or co-investment entities.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
Location
Region
North America
Country
United States
City
Dublin, Columbus, Dayton, Fort Myers
Corporate office
Dublin, OH, United States
Frequently asked questions
Who runs investment decisions at Everhart Advisors?
Everhart Advisors does not publicly name its current investment-committee members or portfolio-management leads in regulatory filings or on its website. As a registered investment advisor, the firm is required to disclose certain supervised persons on Form ADV, but the specific decision-making structure is not publicly detailed.
Is Everhart Advisors structured as a single-family office or a multi-client RIA?
Everhart is a multi-client registered investment advisor, not a single-family office. It serves individuals, high-net-worth families, and business entities from its Dublin, Ohio headquarters, according to public regulatory records. There is no indication the firm manages capital for a single family.
Does Everhart Advisors participate in fund commitments or only direct portfolios?
The firm's typical client construct involves direct portfolio management using individual securities, mutual funds, and ETFs. There is no public evidence that Everhart operates as a fund-of-funds or makes institutional-scale commitments to third-party private funds.
What investment stages or asset classes does Everhart Advisors typically target?
Everhart's model emphasizes liquid public-market exposures — equities and fixed income — integrated with tax and financial planning. Private-equity, venture-capital, or direct-deal activity is not disclosed as a core component of the firm's client portfolios.
Where does the firm's underlying client capital come from?
The client base is drawn primarily from central Ohio, with a concentration of business owners, professionals, and high-net-worth individuals. No single industry concentration, corporate liquidity event, or family-wealth origin is publicly identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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