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EASTOVER CAPITAL MANAGEMENT

CHARLOTTE, NC · CRD 150821 · IAPD ↗ · 704-336-6818

$392.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — EASTOVER CAPITAL MANAGEMENT notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — EASTOVER CAPITAL MANAGEMENT notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
78
March 2024 — EASTOVER CAPITAL MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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