# Eastover Capital Management
Source: https://planprovider.pro/provider/eastover-capital-management

> Founded in 1988, this fee-only, independent, SEC-registered investment advisor is headquartered in Charlotte and works across the Carolinas and nationwide. E…

Retirement Plan Advisor

Charlotte, NC

## 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/](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

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