WESTOVER CAPITAL ADVISORS, LLC
CRD #126520 SEC #801-64380 WILMINGTON, DE 302-427-9600
SEC Registered
Total AUM
$568.6M
Discretionary
$568.6M
Employees
9
Clients
0
Accounts
671
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $568.6M | $568.6M | $0 | 9 | 0 |
| Mar 2024 | $401.2M | $401.2M | $0 | 8 | 0 |
| Mar 2023 | $355.7M | $355.7M | $0 | 8 | 0 |
| Mar 2022 | $411.1M | $411.1M | $0 | 8 | 0 |
| Jan 2022 | $341.7M | $341.7M | $0 | 7 | 0 |
| Oct 2021 | $341.7M | $341.7M | $0 | 7 | 0 |
| Mar 2021 | $341.7M | $341.7M | $0 | 7 | 0 |
| Dec 2020 | $278.6M | $278.6M | $0 | 5 | 0 |
| Jun 2020 | $278.6M | $278.6M | $0 | 5 | 0 |
| Mar 2020 | $278.6M | $278.6M | $0 | 5 | 0 |
| Mar 2019 | $228.9M | $228.9M | $0 | 5 | 0 |
| Oct 2018 | $237.1M | $237.1M | $0 | 5 | 0 |
| Sep 2018 | $237.1M | $237.1M | $0 | 5 | 0 |
| May 2018 | $237.1M | $237.1M | $0 | 5 | 0 |
| Mar 2018 | $237.1M | $237.1M | $0 | 5 | 0 |
| Jun 2017 | $201.7M | $201.7M | $0 | 7 | 138 |
| Mar 2017 | $201.7M | $201.7M | $0 | 7 | 138 |
| Mar 2017 | $201.1M | $201.1M | $0 | 7 | 138 |
| Sep 2016 | $193.8M | $193.8M | $0 | 4 | 140 |
| May 2016 | $193.8M | $193.8M | $0 | 4 | 140 |
| Mar 2016 | $193.8M | $193.8M | $0 | 4 | 140 |
| Oct 2015 | $178.2M | $178.2M | $0 | 4 | 137 |
| Sep 2015 | $178.2M | $178.2M | $0 | 4 | 137 |
| Mar 2015 | $178.2M | $178.2M | $0 | 4 | 137 |
| Jul 2014 | $162.4M | $162.4M | $0 | 4 | 100 |
| Mar 2014 | $162.4M | $162.4M | $0 | 4 | 100 |
| Apr 2013 | $155.8M | $155.8M | $0 | 2 | 130 |
| Mar 2013 | $155.8M | $155.8M | $0 | 2 | 130 |
| Mar 2013 | $155.8M | $155.8M | $0 | 2 | 130 |
| Mar 2012 | $131.5M | $131.5M | $0 | 1 | 26 |
| Mar 2011 | $122.7M | $108.6M | $14.1M | 5 | -- |
| Aug 2010 | $126.2M | $102.1M | $24.1M | 5 | -- |
| Mar 2009 | $100.3M | $77.5M | $22.8M | 5 | -- |
| Mar 2008 | $79.1M | $79.1M | $0 | 5 | -- |
| Jan 2008 | $79.1M | $79.1M | $0 | 5 | -- |
| Feb 2007 | $68.8M | $68.8M | $0 | 5 | -- |
| Feb 2007 | $68.8M | $68.8M | $0 | 5 | -- |
| Feb 2006 | $45M | $45M | $0 | 5 | -- |
| Jun 2005 | $38M | $38M | $0 | 5 | -- |
DateMar 2025
Total AUM$568.6M
Discretionary$568.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$355.7M
Discretionary$355.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$411.1M
Discretionary$411.1M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$341.7M
Discretionary$341.7M
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$341.7M
Discretionary$341.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$341.7M
Discretionary$341.7M
Non-Disc.$0
Employees7
Clients0
DateDec 2020
Total AUM$278.6M
Discretionary$278.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$278.6M
Discretionary$278.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$278.6M
Discretionary$278.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$228.9M
Discretionary$228.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees7
Clients138
DateMar 2017
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees7
Clients138
DateMar 2017
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees7
Clients138
DateSep 2016
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees4
Clients140
DateMay 2016
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees4
Clients140
DateMar 2016
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees4
Clients140
DateOct 2015
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees4
Clients137
DateSep 2015
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees4
Clients137
DateMar 2015
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees4
Clients137
DateJul 2014
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees4
Clients100
DateMar 2014
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees4
Clients100
DateApr 2013
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees2
Clients130
DateMar 2013
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees2
Clients130
DateMar 2013
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees2
Clients130
DateMar 2012
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$122.7M
Discretionary$108.6M
Non-Disc.$14.1M
Employees5
Clients--
DateAug 2010
Total AUM$126.2M
Discretionary$102.1M
Non-Disc.$24.1M
Employees5
Clients--
DateMar 2009
Total AUM$100.3M
Discretionary$77.5M
Non-Disc.$22.8M
Employees5
Clients--
DateMar 2008
Total AUM$79.1M
Discretionary$79.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$79.1M
Discretionary$79.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--