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 registered investment adviser organized as an LLC and SEC-registered since 2005. The firm serves both individual/family and institutional clients, providing financial planning and portfolio management services—particularly for individuals and small businesses. Its compensation mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Westover reports no active ESG investment program and is not positioned as a capital allocator or pension consultant. The firm maintains an affiliation with accounting professionals and was listed among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Matthew Beardwood
Director of Wealth ManagementCRD 3084318
Dennis Perdue
Director, Tax ServicesCRD 7328028
Stephen Crifasi
Associate Director of Wealth Management ServicesCRD 7646738
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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