Matthew Cole Beardwood
Investment adviser representative at Westover Capital Advisors, LLC
14 yearsExperience
8 statesRegistered in
$652.9MFirm assets
21 yearsFirm in business
Are you Matthew Cole Beardwood? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Westover Capital Advisors, LLCDec 2016 to now
- GlenmedeJan 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 8 states (CT, DE, FL, MD, NC, NJ, PA, VA).
Westover Capital Advisors, LLC
$652.9MAssets managed
267Clients
6Advisers
21 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
- 3084318
- Firm CRD
- 126520