EASTOVER INVESTMENT ADVISORS, LLC
Legal name: EASTOVER CAPITAL MANAGEMENT
CRD #150821 SEC #801-70406 CHARLOTTE, NC 704-336-6818
SEC Registered
Total AUM
$370.2M
Discretionary
$344.2M
Employees
5
Clients
0
Accounts
597
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $370.2M | $344.2M | $26M | 5 | 0 |
| Feb 2025 | $370.2M | $344.2M | $26M | 5 | 0 |
| May 2024 | $327.7M | $306.8M | $20.9M | 5 | 0 |
| Feb 2024 | $327.7M | $306.8M | $20.9M | 5 | 0 |
| Feb 2023 | $284M | $268.2M | $15.8M | 5 | 0 |
| Feb 2022 | $301.4M | $292.8M | $8.6M | 5 | 0 |
| Mar 2021 | $259M | $245.9M | $13.1M | 5 | 0 |
| Jun 2020 | $236.4M | $224.5M | $11.9M | 5 | 0 |
| Jun 2020 | $236.4M | $224.5M | $11.9M | 5 | 0 |
| Feb 2020 | $236.4M | $224.5M | $11.9M | 5 | 0 |
| May 2019 | $180.2M | $172.7M | $7.5M | 5 | 0 |
| Mar 2019 | $180.2M | $172.7M | $7.5M | 4 | 0 |
| Sep 2018 | $181.9M | $170.3M | $11.6M | 5 | 0 |
| Aug 2018 | $181.9M | $170.3M | $11.6M | 5 | 0 |
| Mar 2018 | $181.9M | $170.3M | $11.6M | 5 | 0 |
| Feb 2017 | $145M | $145M | $0 | 5 | 100 |
| Nov 2016 | $144.4M | $144.4M | $0 | 5 | 100 |
| Apr 2016 | $144.4M | $144.4M | $0 | 5 | 100 |
| Mar 2016 | $144.4M | $144.4M | $0 | 5 | 100 |
| Aug 2015 | $155.4M | $155.4M | $0 | 4 | 26 |
| Apr 2015 | $155.4M | $155.4M | $0 | 6 | 26 |
| Mar 2015 | $155.4M | $155.4M | $0 | 6 | 26 |
| Mar 2014 | $122M | $122M | $0 | 6 | 26 |
| Mar 2014 | $122M | $122M | $0 | 6 | 26 |
| Feb 2013 | $170M | $170M | $0 | 6 | 26 |
| Jul 2012 | $130M | $130M | $0 | 6 | 26 |
| Apr 2012 | $130M | $130M | $0 | 6 | 26 |
| Mar 2011 | $170M | $170M | $0 | 10 | -- |
| Jan 2011 | $140M | $140M | $0 | 10 | -- |
| Mar 2010 | $140M | $140M | $0 | 10 | -- |
| Oct 2009 | $146.5M | $146.5M | $0 | 10 | -- |
| Jul 2009 | $0 | $0 | $0 | 10 | -- |
DateFeb 2025
Total AUM$370.2M
Discretionary$344.2M
Non-Disc.$26M
Employees5
Clients0
DateFeb 2025
Total AUM$370.2M
Discretionary$344.2M
Non-Disc.$26M
Employees5
Clients0
DateMay 2024
Total AUM$327.7M
Discretionary$306.8M
Non-Disc.$20.9M
Employees5
Clients0
DateFeb 2024
Total AUM$327.7M
Discretionary$306.8M
Non-Disc.$20.9M
Employees5
Clients0
DateFeb 2023
Total AUM$284M
Discretionary$268.2M
Non-Disc.$15.8M
Employees5
Clients0
DateFeb 2022
Total AUM$301.4M
Discretionary$292.8M
Non-Disc.$8.6M
Employees5
Clients0
DateMar 2021
Total AUM$259M
Discretionary$245.9M
Non-Disc.$13.1M
Employees5
Clients0
DateJun 2020
Total AUM$236.4M
Discretionary$224.5M
Non-Disc.$11.9M
Employees5
Clients0
DateJun 2020
Total AUM$236.4M
Discretionary$224.5M
Non-Disc.$11.9M
Employees5
Clients0
DateFeb 2020
Total AUM$236.4M
Discretionary$224.5M
Non-Disc.$11.9M
Employees5
Clients0
DateMay 2019
Total AUM$180.2M
Discretionary$172.7M
Non-Disc.$7.5M
Employees5
Clients0
DateMar 2019
Total AUM$180.2M
Discretionary$172.7M
Non-Disc.$7.5M
Employees4
Clients0
DateSep 2018
Total AUM$181.9M
Discretionary$170.3M
Non-Disc.$11.6M
Employees5
Clients0
DateAug 2018
Total AUM$181.9M
Discretionary$170.3M
Non-Disc.$11.6M
Employees5
Clients0
DateMar 2018
Total AUM$181.9M
Discretionary$170.3M
Non-Disc.$11.6M
Employees5
Clients0
DateFeb 2017
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees5
Clients100
DateNov 2016
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees5
Clients100
DateApr 2016
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees5
Clients100
DateAug 2015
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees4
Clients26
DateApr 2015
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2015
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees6
Clients26
DateFeb 2013
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees6
Clients26
DateJul 2012
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees6
Clients26
DateApr 2012
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$146.5M
Discretionary$146.5M
Non-Disc.$0
Employees10
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--