# Everhart Advisors

Everhart Advisors is a Bank / Wealth / Trust based in Dublin, Columbus, Dayton, Fort Myers, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dublin, Columbus, Dayton, Fort Myers, United States
- **Region:** North America
- **Address:** Dublin, OH, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** everhartadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/everhart-advisors

## Regulatory record

- **CRD number:** 107091
- **SEC file number:** 801-50786
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107091

## About

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.

## Questions

### 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.

## Related profiles

- [Evergy Pension Plan](https://altss.com/profile/evergy-pension-plan)
- [Evermont Wealth](https://altss.com/profile/evermont-wealth)

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Last updated: 2026-07-11T16:22:43.000Z

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