# EVERHART FINANCIAL GROUP INC

EVERHART FINANCIAL GROUP INC of DUBLIN, OH is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 107091
- Type: SEC-registered investment adviser
- SEC file number: 801-50786
- Location: 5200 RINGS ROAD, DUBLIN, OH, 43017
- Phone: 614-717-9705
- Latest filing: 2026-06-18
- Regulatory AUM: $2.5B
- Discretionary AUM: $2.4B
- Non-discretionary AUM: $38.6M
- Clients: 59
- Accounts: 6,105

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Richard Scott Everhart | OWNER AND PRESIDENT | — |
| Matthew James Romeo | OWNER | — |
| Brian J Hanna | OWNER | — |
| Frank Ciotola | OWNER | — |
| Steven Reinsel | OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | Dublin, OH |
| EVERHART RICHARD SCOTT | OWNER; OWNER AND PRESIDENT; OWNER/CHIEF COMPLIANCE OFFICER | — |
| KEELER ANDREW PAUL | FINANCIAL PLANNER; OWNER | — |
| ROMEO MATTHEW JAMES | OWNER; OWNER AND CHIEF COMPLIANCE OFFICER; OWNER AND CHIEF OPPERATIONS OFFICER (+1 more) | — |
| HANNA FRANK J | OWNER; PARTNER | — |
| CIOTOLA FRANK | OWNER | — |
| REINSEL STEVEN | CHIEF COMPLIANCE OFFICER; OWNER, CHIEF COMPLIANCE OFFICER; OWNER, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | — |


## Disclosures (18)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2016-01-14 | regulatory | SEC ADMIN RELEASE 34-76897/IA RELEASE 4314/JANUARY 14, 2016: THE SECURITIES AND EXCHANGE COMMISSION (COMMISSION) DEEMS IT APPROPRIATE AND IN THE PUBLIC INTEREST THAT PUBLIC ADMINISTRATIVE AND CEASE-AND-DESIST PROCEEDINGS BE, AND HERBY ARE, INSTITUTED PURSUANT TO SECTIONS 203(E), 203(F) AND 203(K) OF… | Final | $80K |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107091/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107091/similar
- Related entities: https://search.stillhousedata.com/firm/107091/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107091

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.