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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 |
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