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WESTOVER CAPITAL ADVISORS, LLC

WILMINGTON, DE · CRD 126520 · IAPD ↗ · 302-427-9600

$652.9MRegulatory AUM
6Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — WESTOVER CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($401.2M -> $568.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2024 — WESTOVER CAPITAL ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.