Everhart Financial Group Inc
● SEC registered since 1995CRD 107091SEC# 801-50786Dublin, OH
Reg. AUM
$2.46B
Employees
59
Accounts
6,105
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 $2.5 billion in regulatory assets under management and employs 59 people.
Everhart Financial Group Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian J Hanna | Owner | 5-10% | 2012 |
| Frank Ciotola | Owner | 5-10% | 2013 |
| Matthew James Romeo Control | Owner | 10-25% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Everhart Financial Group Inc manage?
Everhart Financial Group Inc reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does Everhart Financial Group Inc have?
Everhart Financial Group Inc reports 59 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
| Address | 5200 Rings Road, Dublin, OH 43017 |
| Phone | 614-717-9705 |
| Fax | 614-717-9725 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1852858 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.46B▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$2.46Bregulatory AUM
Discretionary $2.43BNon-discretionary $38.6M