Eastover Capital Management

Eastover Capital Management (CRD# 150821) is a financial advisory firm headquartered in Charlotte, NC. They manage $144,448,998 in 304 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $475,161
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, IN, KY, NC, SC

Financial Advisors at Eastover Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Yancey W. Mackey
CRD#: 2370209
5605 Carnegie Blvd, Suite 375, Charlotte, NC 28209
93
Wealthminder
score

Yancey Mackey (CRD# 2370209) is an Investment Advisor Representative working at Eastover Capital Management in Charlotte, NC and has over 23 years of experience in the finance industry.

2
David J. Morgan
CRD#: 4364710
5605 Carnegie Blvd, Suite 375, Charlotte, NC 28209
93
Wealthminder
score

David Morgan (CRD# 4364710) is an Investment Advisor Representative working at Eastover Capital Management in Charlotte, NC and has over 13 years of experience in the finance industry.

3
Justin M. Brooks
CRD#: 6629308
5605 Carnegie Blvd, Suite 375, Charlotte, NC 28209
87
Wealthminder
score

Justin Brooks (CRD# 6629308) is an Investment Advisor Representative working at Eastover Capital Management in Charlotte, NC and has 1 year of experience in the finance industry.

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