SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Eastover Capital Management
Charlotte, NC
Eastover Investment Advisors, LLC, CRD 150821
Firm filing updated February 4, 2026 ·
- $392.3MAssets
- 3Advisory staff
- 252Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals197
- Individuals45
- Charities8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 45 | $19.6 million |
| High net worth individuals | 197 | $306.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $29.6 million |
| Charitable organizations | 8 | $36.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$392.3 million
- Accounts252
- Discretionary$360.1 million · 249 accounts
- Non-discretionary$32.1 million · 3 accounts
People
- Employees4
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Eastover Investment Advisors, LLC SEC-registered investment advisor. CRD 150821, SEC file 801-70406.
- Registered with the SEC as an investment advisor (status date on record: August 7, 2009).
Is Eastover Capital Management a fiduciary?
Short answer: Eastover Capital Management is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.