EASTOVER CAPITAL MANAGEMENT
EASTOVER INVESTMENT ADVISORS, LLC Legal Name
Adviser information for EASTOVER CAPITAL MANAGEMENT last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 541 | $306.8M |
| Non-Discretionary | 3 | $20.9M |
| Total | 544 | $327.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 42 | $12.0M |
| HNW Individuals | 208 | $263.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $21.1M |
| Charitable organizations | 8 | $30.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $130,360 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-70406 |
|---|---|
| SEC ERA File Number | 801-70406 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 150821 |
| Legal Entity Identifier | None |
Principal Office
509 FENTON PLACECHARLOTTE
NC
United States
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Tel: 704-336-6818, Fax: 704-336-6824
Chief Compliance Officer
DAVID DOERFLINGER
CHIEF COMPLIANCE OFFICER
509 FENTON PLACE
CHARLOTTE
NC
United States
Tel:
704-336-6818
Fax:
704-336-6824
D***********@******************M
(Full email address available in API data)
Industry Affiliates
| MYERS PARK CAPITAL MANAGEMENT, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MACKEY, YANCEY, WILLIAMS | Individual | – | OWNER/CEO/CLIENT ADVISOR | 03/2015 | > 75% |
| DOERFLINGER, DAVID, SAMUEL | Individual | – | CCO / COO | 01/2021 | < 5% |