{
  "crd_number": 150821,
  "slug": "eastover-capital-management-charlotte-nc-150821",
  "primary_business_name": "EASTOVER CAPITAL MANAGEMENT",
  "legal_name": "EASTOVER INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-08-07",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-02-04",
  "carried_forward": false,
  "raum_total": 392271338.0,
  "raum_discretionary": 360148652.0,
  "raum_non_discretionary": 32122686.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 36790889.0,
      "count": 8
    },
    "individuals": {
      "raum": 19630356.0,
      "count": 45
    },
    "pension_profit_sharing": {
      "raum": 29649749.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 306200344.0,
      "count": 197
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IN",
    "KS",
    "LA",
    "NC",
    "SC",
    "TX"
  ],
  "websites": [
    "https://eastovercapital.com",
    "https://facebook.com/SEARCH/TOP?Q=EASTOVER+CAPITAL+MANAGEMENT",
    "https://linkedin.com/COMPANY/EASTOVER-CAPITAL-MANAGEMENT/ABOUT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150821",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/eastover-capital-management-charlotte-nc-150821",
  "display_name": "Eastover Capital Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Eastover Capital Management (CRD 150821): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Eastover Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Eastover Capital Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Eastover Capital Management's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Eastover Capital Management located?",
      "a": "Eastover Capital Management's principal office is in Charlotte, NC, according to its Form ADV."
    },
    {
      "q": "Is Eastover Capital Management registered with the SEC or a state?",
      "a": "Eastover Capital Management is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150821."
    },
    {
      "q": "How much does Eastover Capital Management manage?",
      "a": "Eastover Capital Management reports $392,271,338 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (92% discretionary)."
    },
    {
      "q": "How have Eastover Capital Management's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Eastover Capital Management serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Eastover Capital Management use?",
      "a": "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."
    },
    {
      "q": "Does Eastover Capital Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Eastover Capital Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 4 to 3."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 258976174.0,
      "total_employees": 5,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 301372067.0,
      "total_employees": 5,
      "filing_date": "2022-02-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 284011402.0,
      "total_employees": 5,
      "filing_date": "2023-02-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 327731715.0,
      "total_employees": 5,
      "filing_date": "2024-05-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 370224842.0,
      "total_employees": 5,
      "filing_date": "2025-02-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 392271338.0,
      "total_employees": 4,
      "filing_date": "2026-02-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 4, 2026",
    "tiers": [
      {
        "band": "Up to $2,500,000",
        "rate": "1%"
      },
      {
        "band": "Above $2,500,000",
        "rate": "0.75%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$5,000",
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $2,500,000: 1% a year",
          "Above $2,500,000: 0.75% a year"
        ],
        "quotes": [
          "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%"
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $5,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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%",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/eastover-capital-management-charlotte-nc-150821.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 45,
      "fewer_than_5": false,
      "raum": 19630356.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 197,
      "fewer_than_5": false,
      "raum": 306200344.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 29649749.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 36790889.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150821",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}