| Name | Title | Ownership | Since |
|---|---|---|---|
| Harold Murray Sawyer Control | Vice President & Chief Investment Officer | 25-50% | 2008 |
| Jr. Harold Murray Sawyer Control | Chief Executive Officer | 10-25% | 2000 |
| Matthew Cole Beardwood Control | Director Of Wealth Management And Chief Compliance Officer | 25-50% | 2019 |
Westover Capital Advisors, LLC reports $568.6 million in regulatory assets under management on its Form ADV.
Westover Capital Advisors, LLC reports 9 employees.
Westover Capital Advisors, LLC is based in Wilmington, DE and has been SEC-registered since 2005.
Westover Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1013 Centre Rd,, Suite 405, Wilmington, DE 19805 |
| Phone | 302-427-9600 |
| Fax | 302-427-8900 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1483467 |
| Discloses disciplinary history | No |
| Discretionary | $568.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $568.6M |