Westover Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated March 30, 2026, reports $653M in regulatory assets under management, 11 employee, and 794 accounts.
Assets Under Management
$653M
Employees
11
Offices
--
Total Clients
267
Primary office
WILMINGTON, DE
1013 CENTRE RD, SUITE 405, WILMINGTON, DE, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 46.8% of total clients.
Top client categories% of clientsClients
1
HNWI
46.8%
125
2
Individuals
42.3%
113
3
Charitable
6.4%
17
4
Pension Plans
4.5%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$653Mas of March 30, 2026
Discretionary100.0%
$653M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$653M
Total Accounts794
10Y AUM Change+$451M (+223.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee24:1
10Y Employee Change+4 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.