About Eastover Capital Management
<p>Founded in 1988, this fee-only, independent, SEC-registered investment advisor is headquartered in Charlotte and works across the Carolinas and nationwide. Eastover Capital Management acts as a fiduciary for both individual and institutional clients.</p> <p>Eastover Capital runs active portfolio management with an emphasis on clear pricing and controlling investment costs. Portfolios are tailored around client-specific needs, including tax sensitivity, socially responsible investing preferences, and charitable goals.</p> <p>For employers and plan committees, the firm provides 3(21) fiduciary services as part of its work as a <a href="/plan-advisors">plan advisor</a>. A practical differentiator is the firm’s focus on direct access and regular client meetings alongside ongoing investment oversight.</p> <p>As of 2026, Eastover Capital Management reports $0.4B in assets under management.</p> <ul> <li>Founded in 1988</li> <li>Headquartered in Charlotte (Charlotte metro), North Carolina</li> <li>Fee-only, independent, SEC-registered investment advisor</li> <li>Retirement plan service: 3(21) fiduciary advisor</li> <li>Reported AUM (2026): $0.4B</li> </ul>
Website: https://eastovercapital.com/
Founded: 1988
Office Locations
- Charlotte, NC (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $392.0M