Westover Capital Advisors, LLC
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 126520
- Registered since
- June 3, 2005
- Website
- westovercapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.83%
- Charitable Organizations12.67%
- Individuals5.2%
- Pension & Profit Sharing Plans1.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Westover Capital Advisors, LLC is an independent, fee-based registered investment adviser organized as an LLC and SEC-registered since 2005. The firm serves both individual and family clients as well as institutional relationships, and it focuses on financial planning and portfolio management for individuals and small businesses. Its billing options include asset-based fees plus hourly and fixed-fee arrangements. Westover does not self-identify as an active ESG investor, is not a multi-state adviser, and is not a capital allocator; it lists an accounting firm among its industry affiliations. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Private Funds25%
- Investment Grade Corp Bonds3%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Harold Sawyer
Founder & Chief Exceutive OfficerCRD 5562480
Harold Sawyer, Jr.
Founder and CEOCRD 4650269
Contacts
3 of 4
Stephen Crifasi
Associate Director of Wealth Management ServicesCRD 7646738
Caitlyn Tierney
Associate Director of Wealth Management ServicesCRD 7227047
Matthew Beardwood
Director of Wealth ManagementCRD 3084318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$151M in ETFs
89%
$135M
7%
$16.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $16.3M | 44,336 | 10.79% |
Location
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 1013 Centre Rd
- Time zone
- ET (UTC-5)
- Office locations
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