Owen Ray North

Employer firm

Everhart Advisors CRD 107091

$2.46B regulatory AUM 554 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → 03/2026
  Everhart Advisors
  Dublin, OH
• 04/2026 → Present
  Everhart Advisors
  Dublin, OH
• 05/2022 → 08/2022
  Hefren-Tillotson, Inc
  Pittsburgh, PA
• 11/2020 → 01/2021
  Amazon
  Pittsburgh, PA
• 04/2016 → 05/2023
  Avonworth High School & Grove City College
  Pittsburgh, PA

Designations

• Certified Financial Planner

Other Names

• Owen North