Skip to content

Yancey Williams Mackey

Investment adviser representative at Eastover Capital Management
15 yearsExperience
2 statesRegistered in
$392.3MFirm assets
17 yearsFirm in business

Are you Yancey Williams Mackey? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Eastover Capital ManagementNov 2011 to now
  2. Eastover Investment AdvisorsNov 2011 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1997
  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 2 states (NC, TX).

Eastover Capital Management

Legal name: Eastover Investment Advisors, LLC

$392.3MAssets managed
250Clients
4Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2370209
Firm CRD
150821
Advisor's SEC record (opens in a new tab)
CallContact this firm