1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2EASTOVER CAPITAL MANAGEMENT

Map pinCHARLOTTE, NC
Phone704-336-6818
NotebookSEC #801-70406
Total AUM
$392.3M
Employees
4
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
509 FENTON PLACE
CHARLOTTE
NC 28207
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
704-336-6818

ReceiptFinancials

Total AUM
$392.3M
Accounts
252
Discretionary
$360.1M
Accounts
249
Non-Discretionary
$32.1M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
45
AUM
$19.6M
HNW Individual Clients
197
AUM
$306.2M
Pension/Profit Sharing Plan Clients
1
AUM
$29.6M
Charitable Organization Clients
8
AUM
$36.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKSLANCSCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account