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, individual-owned registered investment adviser that has been SEC-registered since 2005. The firm serves a mix of individual and family clients alongside institutional relationships, offering financial planning and portfolio management for individuals and small businesses. Its fee model is flexible, combining assets-under-management fees with hourly and fixed-fee engagements. Westover identifies equities as its primary investment preference and does not characterize itself as a capital allocator. The firm does not list active ESG investing as part of its process and does not describe itself as a multi-state or pension consulting specialist. An industry recognition included placement in 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$141M in ETFs
88%
$124M
8%
$17.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $16.6M | 43,657 | 11.77% |
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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