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EASTOVER CAPITAL MANAGEMENT
EASTOVER INVESTMENT ADVISORS, LLC
CRD 150821 · SEC 801-70406
509 FENTON PLACE, CHARLOTTE, NC, 28207, United States
Phone
704-336-6818
Fax
704-336-6824
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$392.3M
Discretionary AUM
$360.1M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $19.6M |
| High net worth individuals | 197 | $306.2M |
| Charitable organizations | 8 | $36.8M |
States served
IN, KS, LA, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD