CHARLOTTE, NCCRD 150821Latest ADV February 4, 2026
Eastover Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated February 4, 2026, reports $392M in regulatory assets under management, 4 employees, and 252 accounts.
Top client segmentHNWI represent 78.8% of total clients.
Top client categories% of clientsClients
1
HNWI
78.8%
197
2
Individuals
18.0%
45
3
Charitable
3.2%
8
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$392Mas of February 4, 2026
Discretionary91.8%
$360M
92% of total RAUM91.8%
Non-discretionary8.2%
$32M
8% of total RAUM8.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$392M
Total Accounts252
10Y AUM Change+$247M (+170.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee63:1
10Y Employee Change-1 (-20.0%)
* 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.