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| Happy Holidays!! thanks for using AUM13F!! |
| Everhart Financial Group Inc
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| CRD # | 107091 |
| SEC # | 801-50786 |
| CIK # | 0001852858 |
| AUM | $1.9 B (2025-05-13) |
| Employees | 47 (55% Investors, 0% Brokers) |
| Phone | 614-717-9705 |
| Address | 5200 Rings Road Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001852858 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 33.0 | ||
| Microsoft Corp | 26.6 | ||
| Apple Inc | 23.5 | ||
| Facebook Inc | 13.2 | ||
| Amazon Com Inc | 12.6 | ||
| Broadcom Inc | 8.1 | ||
| J P Morgan Chase & Co | 8.0 | ||
| Alphabet Inc | 6.0 | ||
| Alphabet Inc | 5.7 | ||
| Tesla Motors Inc | 5.6 | ||
| Procter & Gamble Co | 5.2 | ||
| Lilly Eli & Co | 5.1 | ||
| Netflix Inc | 5.0 | ||
| Costco Wholesale Corp /NEW | 4.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,530 | 633.8 |
| (b) Individuals (high net worth individuals) | 404 | 1,165.6 |
| (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 | 600 | 75.3 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,483 | 1,874.7 |
| By Discretionary | ||
| Discretionary | 5,317 | 1,831.4 |
| Non-Discretionary | 166 | 43.3 |
| Total | 5,483 | 1,874.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,874.7 | |
| Total | 5,483 | 1,874.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001852858] |
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|---|---|---|
|
Bankers Life Advisory Services Inc
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IL | 1.9 |
|
Sound View Wealth Advisors Group LLC
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GA | 1.9 |
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Northwest Financial Advisors LLC
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VA | 1.9 |
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Fiduciary Alliance LLC
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SC | 1.9 |
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Stack Financial Management Inc
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MT | 1.9 |
|
Retirement Plan Advisors LLC
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IL | 1.9 |
|
Capita Financial Network LLC
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UT | 1.8 |
|
Alphastar Capital Management LLC
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NC | 1.8 |
|
AXIA Advisory Corp
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IN | 1.8 |
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Capitol Securities Management Inc
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VA | 1.8 |