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Eastover Investment Advisors, LLC

● SEC registered since 2009CRD 150821SEC# 801-70406Charlotte, NC
Export (members)
Reg. AUM
$370.2M
Employees
5
Accounts
597
Location
Charlotte, NC

Eastover Investment Advisors, LLC assets under management

Eastover Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2009. It reports $370.2 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/eastover-capital-management/aboutView on SEC.gov ↗

Eastover Investment Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Samuel DoerflingerCco / CooUnder 5%2021
Yancey Williams MacKey ControlOwner/Ceo/Client AdvisorOver 75%2015

Frequently asked questions

How much does Eastover Investment Advisors, LLC manage?

Eastover Investment Advisors, LLC reports $370.2 million in regulatory assets under management on its Form ADV.

How many employees does Eastover Investment Advisors, LLC have?

Eastover Investment Advisors, LLC reports 5 employees.

Where is Eastover Investment Advisors, LLC located?

Eastover Investment Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2009.

Does Eastover Investment Advisors, LLC disclose fund performance?

Eastover Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address509 Fenton Place, Charlotte, NC 28207
Phone704-336-6818
Fax704-336-6824
Office hours8:30 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$344.2M
Non-discretionary$26M
Total (RAUM)$370.2M