AdvisorCensus / Financial advisors / North Carolina / Charlotte / Eastover Capital Management
Eastover Capital Management
Filed as EASTOVER CAPITAL MANAGEMENT · Legal name Eastover Investment Advisors, LLC
Eastover Capital Management is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.
Quick answers
From the filingHow is Eastover Capital Management compensated?
On its Form ADV (Item 5.E, October 2026), Eastover Capital Management reports these compensation arrangements: a percentage of assets under its management.
What does Eastover Capital Management's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 4, 2026 states: Up to $2,500,000: 1% a year; Above $2,500,000: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Eastover Capital Management located?
Eastover Capital Management's principal office is in Charlotte, NC, according to its Form ADV.
Is Eastover Capital Management registered with the SEC or a state?
Eastover Capital Management is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150821.
How much does Eastover Capital Management manage?
Eastover Capital Management reports $392,271,338 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (92% discretionary).
How have Eastover Capital Management's assets and staff changed since 2021?
In the Form ADV data for Eastover Capital Management: Regulatory assets under management: $258,976,174 in the October 2021 data and $392,271,338 in the October 2026 data, up 51%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Eastover Capital Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (197); individuals (other than high net worth individuals) (45); charitable organizations (8).
Which custodians does Eastover Capital Management use?
Eastover Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Eastover Capital Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150821
What changed in Eastover Capital Management's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 4 to 3.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,500,000 | 1% |
| Above $2,500,000 | 0.75% |
The brochure's wording
The annual fee schedule, based on a percentage of assets under management, is as follows: Asset Amount Annual Fee First $2,500,000 1.00% Over $2,500,000 0.75%
Minimum annual fee: $5,000
The brochure's wording
The minimum annual fee for any portfolio is $5,000. Eastover may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Eastover deems it appropriate under the circumstances.
With some exceptions, the annual minimum fee charged is $5,000. Under certain circumstances and in its sole discretion, Eastover may negotiate such minimums.
As stated in the firm's Form ADV Part 2A brochure dated February 4, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$392,271,338 as of October 2026, filing dated February 4, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Eastover Investment Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (17 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $392,271,338 | 4 | February 4, 2026 |
| October 2025 | $370,224,842 | 5 | February 20, 2025 |
| October 2024 | $327,731,715 | 5 | May 15, 2024 |
| October 2023 | $284,011,402 | 5 | February 2, 2023 |
| October 2022 | $301,372,067 | 5 | February 10, 2022 |
| October 2021 | $258,976,174 | 5 | March 25, 2021 |
Regulatory assets under management: $258,976,174 in the October 2021 data and $392,271,338 in the October 2026 data, up 51%.
Total employees: 5 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 4 to 3.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Eastover Capital Management (CRD 150821): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/eastover-capital-management-charlotte-nc-150821