Eastover Capital Management

RIASEC RegisteredEst. 2009

Total AUM

$392M

Discretionary

$360M

92% of AUM

Avg account

$1.6M

Accounts

252

Employees

4

Advisory reps

4

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 150821
Registered since: August 7, 2009
Website: eastovercapital.com
Custodians: CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: HNWI78.06%
Charitable Organizations9.38%
Pension & Profit Sharing Plans7.56%
Individuals5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Eastover Capital Management is an independent, SEC-registered RIA organized as an LLC and operating since 2009. The firm serves both individual and institutional clients and charges fees as a percentage of assets under management. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Eastover is not organized as a multi-state adviser or a capital allocator, and it does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities64%
Investment Grade Corp Bonds18%
Cash & Cash Equivalents10%
US Government Bonds4%
Public Funds/Mutual Funds3%

Owners & executives

2 of 2

David Doerflinger
Chief Operating OfficerCRD 2032291
Yancey Mackey
Chief Executive Officer & Client AdvisorCRD 2370209

Contacts

2 of 2

Anna Jackson
Director of Financial PlanningCRD 6915320
Larry Griffin
Portfolio AnalystCRD 7404286

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 10

Active vs passive

$4.9M in ETFs

Passive

72%

$3.5M

Active

28%

$1.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)	Invesco	Passive	Large Growth	$1.1M	1,475	22.23%

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Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area: Charlotte-Concord, NC-SC
Region: South
County: Mecklenburg
Address: 509 Fenton Pl
Time zone: ET (UTC-5)
Office locations

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