Richard S. Everhart

EVERHART ADVISORS

DUBLIN, OH 43017

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CRD#: 2165784

Professional summary

Richard Scott Everhart, CFP®, who also goes by Scott Everhart, is a registered financial advisor currently at EVERHART ADVISORS located in Dublin, Ohio.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Richard has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Everhart

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)THE 401(K)OWNER'S MANUAL~NON-INVESTMENT RELATED~535 METRO PLACE SOUTH, SUITE 100, DUBLIN, OH 43017~BOOK~CO-AUTHOR~AUGUST 2017~0HRS PER MONTH~0HRS PER MONTH DURING MARKET 2)Member, 535 METRO PLACE SOUTH LLC - NON INVESTMENT RELATED - entity owns 5200 RINGS RD, DUBLIN, OH 43017, Everhart Advisors' business location. A portion of the building is rented to tenants. 3)Everhart QOF LLC ~ Investment related ~ 6980 Corazon Dr. Dublin, OH 43016 ~ Private Fund investing in qualified opportunity zones ~ 50% owner ~ September 2022 ~ 0HRS PER MONTH~0HRS PER MONTH DURING MARKET~PASSIVE OWNERSHIP 4)FE X 225 LLC ~ Non-investment related ~ 535 Metro Place South, Dublin, OH 43017 ~ Part owner of entity that owns a private jet and leases to Fly Exclusive ~ 33% owner ~ Entity formed in September 2022, purchase complete in March 2023 ~ 0 hrs per month inside and outside business hours ~ no income aside from distributions of profit.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Scott Everhart's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

January 14, 1997 - Present

EVERHART ADVISORS

Office #1: 5200 Rings Road, Dublin, OH 43017

RIA

CRD#: 107091

DUBLIN, OH

Past

December 28, 2015 - March 30, 2020

NEWEDGE SECURITIES, LLC

CRD#: 10674

DUBLIN, OH

Past

January 2, 2001 - December 28, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

DUBLIN, OH

Past

January 14, 1997 - December 31, 2004

EVERHART ADVISORS

RIA

CRD#: 107091

DUBLIN, OH

Past

June 13, 1995 - December 31, 2000

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

July 29, 1991 - July 13, 1995

ALLES INVESTMENTS, INC.

CRD#: 26860

DUBLIN, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVERHART ADVISORS

CRD#: 107091 / SEC#: 801-50786

RIA

Registered Investment Advisory firm - (12/21/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(1/24/2005)

IAR

Texas
(5/13/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/16/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/8/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/26/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/1/1995

Investment Company Products/Variable Contracts Principal Examination

Current Firm

EVERHART ADVISORS

CRD#: 107091 / SEC#: 801-50786

RIA

Registered Investment Advisory firm - (12/21/1995 Approved)

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Contact information

Main Address

5200 Rings Road, Dublin, OH 43017

Mailing Address

Phone number

(614) 717-9705

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERHART ADVISORS ADV PART 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts	5,483
AUM (Assets Under Management)	$ 1,874,701,457

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Richard S. Everhart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Scott Everhart's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWEDGE SECURITIES, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

EVERHART ADVISORS

WALNUT STREET SECURITIES, INC.

ALLES INVESTMENTS, INC.

Primary Firm SEC Registration

EVERHART ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 4/16/1992

SIE

Date: 10/1/2018

Series 7

Date: 10/8/2002

Series 6

Date: 7/26/1991

Series 26

Date: 5/1/1995

Current Firm

EVERHART ADVISORS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERHART ADVISORS

TRUST BUT VERIFY

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