# Eastover Capital Management

> 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.

- CRD: 150821
- Filed as: EASTOVER CAPITAL MANAGEMENT
- Legal name: Eastover Investment Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150821
- AdvisorCensus page: https://advisorcensus.com/firm/eastover-capital-management-charlotte-nc-150821

## Quick answers

**How 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.

**How much does Eastover Capital Management charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 4, 2026)

- Up to $2,500,000: 1% a year
- Above $2,500,000: 0.75% a year

> 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 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $392,271,338
- Discretionary: $360,148,652
- Non-discretionary: $32,122,686

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $19,630,356 |
| High net worth individuals | 197 | $306,200,344 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $29,649,749 |
| Charitable organizations | 8 | $36,790,889 |

### 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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, KS, LA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eastovercapital.com
- Facebook facebook.com
- LinkedIn @EASTOVER-CAPITAL-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $258,976,174 | 5 | March 25, 2021 |
| October 2022 | $301,372,067 | 5 | February 10, 2022 |
| October 2023 | $284,011,402 | 5 | February 2, 2023 |
| October 2024 | $327,731,715 | 5 | May 15, 2024 |
| October 2025 | $370,224,842 | 5 | February 20, 2025 |
| October 2026 | $392,271,338 | 4 | February 4, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eastover Capital Management (CRD 150821): Form ADV filing data as of October 2026.