|
⚲
|
| Keyboard |
| Everhart Financial Group Inc
✚
|
|
|---|---|
| CRD # | 107091 |
| SEC # | 801-50786 |
| CIK # | 0001852858 |
| AUM | 2,464.1 M (2026-06-18) |
| Employees | 59 (47% Investors, 0% Brokers) |
| Phone | 614-717-9705 |
| Address | 5200 Rings Road Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 57.0 | ||
| Nvidia Corp | 48.2 | ||
| Microsoft Corp | 21.6 | ||
| Amazon Com Inc | 17.5 | ||
| Alphabet Inc | 16.8 | ||
| Alphabet Inc | 14.7 | ||
| Broadcom Inc | 13.6 | ||
| Micron Technology Inc | 12.9 | ||
| Facebook Inc | 10.8 | ||
| Advanced Micro Devices Inc | 10.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,689 | 0.5 |
| (b) Individuals (high net worth individuals) | 579 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 625 | 0.1 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,105 | 2.5 |
| By Discretionary | ||
| Discretionary | 5,986 | 2.4 |
| Non-Discretionary | 119 | 0.0 |
| Total | 6,105 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 6,105 | 2.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001852858] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 554 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strategic Blueprint LLC
✚
|
GA | 2,535.7 M |
|
Fiduciary Alliance LLC
✚
|
SC | 2,526.2 M |
|
Stonebridge Capital Advisors LLC
✚
|
MN | 2,519.6 M |
|
Hilltop Securities Inc
✚
|
TX | 2,507.5 M |
|
Alphastar Capital Management LLC
✚
|
NC | 2,496.2 M |
|
Bankers Life Advisory Services Inc
✚
|
IL | 2,487.3 M |
|
Oxbow Advisors LLC
✚
|
TX | 2,464.5 M |
|
Howe and Rusling Inc
✚
|
NY | 2,435.2 M |
|
Boulay Financial Advisors LLC
✚
|
MN | 2,420.7 M |
|
EFS Advisors LLC
✚
|
MN | 2,402.6 M |