Eastover Capital Management

Eastover Capital Management (CRD# 150821) is a financial advisory firm headquartered in Charlotte, NC. They manage $327,731,715 in 544 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
509 Fenton Place, Charlotte, NC 28207
https://www.eastovercapital.com
By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    544
    ACCOUNTS
  • Average Account Value
    $602,448
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, KS, LA, NC, SC, TX

Financial Advisors at Eastover Capital Management
Showing 1 - 5 of 5 top financial advisors.
1
Anna Jackson, financial advisor Charlotte NC
Anna M. Jackson
CRD#: 6915320
509 Fenton Place, Charlotte, NC 28207

Anna Jackson (CRD# 6915320) is an Investment Advisor Representative working at Eastover Capital Management in Charlotte, NC and has 1 year of experience in the finance industry.

2
Yancey Mackey, financial advisor Charlotte NC
Yancey W. Mackey
CRD#: 2370209
509 Fenton Place, Charlotte, NC 28207

Yancey Mackey (CRD# 2370209) is an Investment Advisor Representative working at Eastover Capital Management in Charlotte, NC and has over 30 years of experience in the finance industry.

3
David Morgan, financial advisor Charlotte NC
David J. Morgan
CRD#: 4364710
509 Fenton Place, Charlotte, NC 28207

David Morgan (CRD# 4364710) is an Investment Advisor Representative working at Eastover Capital Management in Charlotte, NC and has over 21 years of experience in the finance industry.

4
Jon Nee, financial advisor Charlotte NC
Jon Nee
CRD#: 4372924
509 Fenton Place, Charlotte, NC 28207

Jon Nee (CRD# 4372924) is an Investment Advisor Representative working at Eastover Capital Management in Charlotte, NC and has over 21 years of experience in the finance industry.

5
Larry Griffin, financial advisor Charlotte NC
Larry A. Griffin
CRD#: 7404286
509 Fenton Place, Charlotte, NC 28207

Larry Griffin (CRD# 7404286) is an Investment Advisor Representative working at Eastover Capital Management in Charlotte, NC and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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