Eastover Capital Management

RIASEC Registered

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 investment adviser (registered in 2009) organized as an LLC and owned by an individual. The firm advises both private individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Eastover does not self-identify 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

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

Contacts

2 of 2

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

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 9

Active vs passive

$4.5M in ETFs

Passive

71%

$3.2M

Active

29%

$1.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)	Invesco	Passive	Large Growth	$1.1M	1,475	24.24%

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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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