Westover Capital Advisors, LLC

Westover Capital Advisors, LLC (CRD# 126520) is a financial advisory firm headquartered in Wilmington, DE. They manage $193,836,520 in 379 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    194
    MILLION
  • Total Number of Accounts
    379
    ACCOUNTS
  • Average Account Value
    $511,442
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.

CT, DE, MD, NC, NJ, PA

Financial Advisors at Westover Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Harold M. Sawyer,iii
CRD#: 5562480
1013 Centre Rd,, Suite 405, Wilmington, DE 19805
90
Wealthminder
score

Harold Sawyer,iii (CRD# 5562480) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has 1 year of experience in the finance industry.

2
H. M. Sawyer, Jr.
CRD#: 4650269
1013 Centre Rd, Suite 405, Wilmington, DE 19805
87
Wealthminder
score

H. Sawyer, Jr. (CRD# 4650269) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has 1 year of experience in the finance industry.

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