Eastover Capital Management's Form ADV discloses 1.00% on the first $2.5 million and 0.75% on assets above $2.5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #150821), Eastover Capital Management is subject to fiduciary duty under federal law.
Eastover Capital Management is headquartered in CHARLOTTE, NC.
Eastover Capital Management serves 197 high-net-worth clients according to their SEC filing dated February 4, 2026. View client details ↓
According to their SEC Form ADV, Eastover Capital Management offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Eastover Capital Management manages $392 million in client assets according to their SEC filing dated February 4, 2026.
According to their SEC Form ADV, Eastover Capital Management serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓