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Everhart Financial Group Inc

● SEC registered since 1995CRD 107091SEC# 801-50786Dublin, OH
Export (members)
Reg. AUM
$1.87B
Employees
47
Accounts
5,483
Location
Dublin, OH

Everhart Financial Group Inc assets under management

Everhart Financial Group Inc is a registered investment adviser overseen by the SEC based in Dublin, OH. The firm has been registered since 1995. It reports $1.9 billion in regulatory assets under management and employs 47 people.

Everhart Financial Group Inc owners & executives

5 reported
NameTitleOwnershipSince
Brian J HannaOwner5-10%2012
Frank CiotolaOwner5-10%2013
Matthew James Romeo ControlOwner10-25%2007
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Frequently asked questions

How much does Everhart Financial Group Inc manage?

Everhart Financial Group Inc reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Everhart Financial Group Inc have?

Everhart Financial Group Inc reports 47 employees.

Where is Everhart Financial Group Inc located?

Everhart Financial Group Inc is based in Dublin, OH and has been SEC-registered since 1995.

Does Everhart Financial Group Inc disclose fund performance?

Everhart Financial Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5200 Rings Road, Dublin, OH 43017
Phone614-717-9705
Fax614-717-9725
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1852858
Discloses disciplinary historyYes

Assets under management

Discretionary$1.83B
Non-discretionary$43.3M
Total (RAUM)$1.87B