EASTOVER CAPITAL MANAGEMENT

509 Fenton Place
Charlotte, North Carolina 28207
Tel: 704-336-6818

About EASTOVER CAPITAL MANAGEMENT

EASTOVER CAPITAL MANAGEMENT, formally registered with the SEC as EASTOVER CAPITAL MANAGEMENT. The firm was established in 08/07/2009. They have over 1 offices throughout the country.

EASTOVER CAPITAL MANAGEMENT is a Charlotte, North Carolina based Financial Planning firm with nearly $370,224,842 assets under management, offering retirement planning & investment advisory services to 597 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150821
SEC#	801-70406
Assets Managed by Firm	$370,224,842
No. of Clients	597
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	597	$370,224,842
Individuals (other than high net worth individuals)	44	$17,850,982
High net worth individuals	206	$292,536,032
Pension and profit sharing plans	Fewer than 5 clients	$26,231,917
Charitable organizations	8	$33,420,037
Corporations or other businesses	Fewer than 5 clients	$185,861

More Retirement Planning firms in Charlotte, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Charlotte, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.