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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CUNDLE, PAMELA, ANNE | I | MEMBER | NA | |
| CUNDLE, PAMELA, ANNE | I | MEMBER | NA | |
| CUNDLE, PAMELA, ANNE | I | MEMBER | NA | |
| CUNDLE, PAMELA, ANNE | I | MEMBER | NA | |
| CUNDLE, PAMELA, ANNE | I | MEMBER | NA | |
| CUNDLE, PAMELA, ANNE | I | MEMBER | NA | |
| DOERFLINGER, DAVID, SAMUEL | I | CCO / COO | NA | |
| DOERFLINGER, DAVID, SAMUEL | I | CCO / COO | NA | |
| DOERFLINGER, DAVID, SAMUEL | I | CCO / COO | NA | |
| DOERFLINGER, DAVID, SAMUEL | I | CCO / COO | NA | |
| DOERFLINGER, DAVID, SAMUEL | I | CCO / COO | NA | |
| DOERFLINGER, DAVID, SAMUEL | I | CCO / COO | NA | |
| DOERFLINGER, DAVID, SAMUEL | I | CCO / COO | NA | |
| MOONEY, RICHARD, GORDON | I | EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MOONEY, RICHARD, GORDON | I | EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MOONEY, RICHARD, GORDON | I | EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MOONEY, RICHARD, GORDON | I | EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MOONEY, RICHARD, GORDON | I | EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MOONEY, RICHARD, GORDON | I | EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MOONEY, RICHARD, GORDON | I | EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MOONEY, RICHARD, GORDON | I | EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MOONEY, RICHARD, GORDON | I | EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MOONEY, RICHARD, GORDON | I | EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MOONEY, RICHARD, GORDON | I | EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MOONEY, RICHARD, GORDON | I | EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ROACH, CARLA, MERCEDES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROACH, CARLA, MERCEDES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROACH, CARLA, MERCEDES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROACH, CARLA, MERCEDES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROACH, CARLA, MERCEDES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROACH, CARLA, MERCEDES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROACH, CARLA, MERCEDES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROACH, CARLA, MERCEDES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROACH, CARLA, MERCEDES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROACH, CARLA, MERCEDES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROACH, CARLA, MERCEDES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROACH, CARLA, MERCEDES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROACH, CARLA, MERCEDES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CCO | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CCO | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CCO | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CCO | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CCO | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CCO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CCO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CCO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CCO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CCO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CCO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CCO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CCO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CLIENT ADVISOR | E | Control |
| MACKEY, YANCEY, WILLIAMS | I | OWNER/CEO/CLIENT ADVISOR | E | Control |
| FAIM INVESTMENTS, LLC | DE | OWNER | C | Control |
| FAIM INVESTMENTS, LLC | DE | OWNER | C | Control |
| FAIM INVESTMENTS, LLC | DE | OWNER | C | Control |
| FAIM INVESTMENTS, LLC | DE | OWNER | C | Control |
| FAIM INVESTMENTS, LLC | DE | OWNER | C | Control |
| FAIM INVESTMENTS, LLC | DE | OWNER | C | Control |
| FAIM INVESTMENTS, LLC | DE | OWNER | C | Control |
| FAIM INVESTMENTS, LLC | DE | OWNER | C | Control |
| FAIM INVESTMENTS, LLC | DE | OWNER | C | Control |
| FAIM INVESTMENTS, LLC | DE | OWNER | C | Control |
| FAIM INVESTMENTS, LLC | DE | OWNER | C | Control |
| FAIM INVESTMENTS, LLC | DE | OWNER | C | Control |
| IRELAND, KATE | I | MEMBER | B | |
| IRELAND, KATE | I | MEMBER | B | |
| IRELAND, KATE | I | MEMBER | B | |
| IRELAND, KATE | I | MEMBER | B | |
| IRELAND, KATE | I | MEMBER | B | |
| IRELAND, KATE | I | MEMBER | B | |
| MORGAN, DAVID, JEROME | I | MANAGING MEMBER | B | Control |
| MORGAN, DAVID, JEROME | I | MANAGING MEMBER | B | Control |
| MORGAN, DAVID, JEROME | I | MANAGING MEMBER | B | Control |
| MORGAN, DAVID, JEROME | I | MANAGING MEMBER | B | Control |
| MORGAN, DAVID, JEROME | I | MANAGING MEMBER | B | Control |
| MORGAN, DAVID, JEROME | I | MANAGING MEMBER | B | Control |
| MORGAN, DAVID, JEROME | I | MANAGING MEMBER | B | Control |
| MORGAN, DAVID, JEROME | I | MANAGING MEMBER | B | Control |
| MORGAN, DAVID, JEROME | I | MANAGING MEMBER | B | Control |
| MORGAN, DAVID, JEROME | I | MANAGING MEMBER | B | Control |
| ALLEN, MIRON, HERBERT | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| ALLEN, MIRON, HERBERT | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| ALLEN, MIRON, HERBERT | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| ALLEN, MIRON, HERBERT | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| ALLEN, MIRON, HERBERT | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| ALLEN, MIRON, HERBERT | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| ALLEN, MIRON, HERBERT | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| ALLEN, MIRON, HERBERT | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| ALLEN, MIRON, HERBERT | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| ALLEN, MIRON, HERBERT | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| ALLEN, MIRON, HERBERT | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| ALLEN, MIRON, HERBERT | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| BARNES, TRAVIS, STANLEY | I | MEMBER | A | |
| BARNES, TRAVIS, STANLEY | I | MEMBER | A | |
| BARNES, TRAVIS, STANLEY | I | MEMBER | A | |
| BARNES, TRAVIS, STANLEY | I | MEMBER | A | |
| BARNES, TRAVIS, STANLEY | I | MEMBER | A | |
| BARNES, TRAVIS, STANLEY | I | MEMBER | A | |
| BARNES, TRAVIS, STANLEY | I | MEMBER | A | |
| BARNES, TRAVIS, STANLEY | I | MEMBER | A | |
| BARNES, TRAVIS, STANLEY | I | MEMBER | A | |
| BARNES, TRAVIS, STANLEY | I | MEMBER | A | |
| CARLSON, SANDRA, BRADLEY | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| CARLSON, SANDRA, BRADLEY | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| CARLSON, SANDRA, BRADLEY | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| CARLSON, SANDRA, BRADLEY | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| CARLSON, SANDRA, BRADLEY | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| CARLSON, SANDRA, BRADLEY | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| CARLSON, SANDRA, BRADLEY | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| CARLSON, SANDRA, BRADLEY | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| CARLSON, SANDRA, BRADLEY | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| CARLSON, SANDRA, BRADLEY | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| CARLSON, SANDRA, BRADLEY | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| CARLSON, SANDRA, BRADLEY | I | EXECUTIVE COMMITTEE MEMBER | A | Control |
| JOHNSON, J, STEVEN | I | MEMBER | A | |
| JOHNSON, J, STEVEN | I | MEMBER | A | |
| JOHNSON, J, STEVEN | I | MEMBER | A | |
| JOHNSON, J, STEVEN | I | MEMBER | A | |
| JOHNSON, J, STEVEN | I | MEMBER | A | |
| JOHNSON, J, STEVEN | I | MEMBER | A | |
| JOHNSON, J, STEVEN | I | MEMBER | A | |
| JOHNSON, J, STEVEN | I | MEMBER | A | |
| JOHNSON, J, STEVEN | I | MEMBER | A | |
| JOHNSON, J, STEVEN | I | MEMBER | A | |
| MACQUIRTER, GORDON, DANIEL | I | MEMBER | A | |
| MACQUIRTER, GORDON, DANIEL | I | MEMBER | A | |
| MACQUIRTER, GORDON, DANIEL | I | MEMBER | A | |
| MACQUIRTER, GORDON, DANIEL | I | MEMBER | A | |
| MACQUIRTER, GORDON, DANIEL | I | MEMBER | A | |
| MACQUIRTER, GORDON, DANIEL | I | MEMBER | A | |
| MACQUIRTER, GORDON, DANIEL | I | MEMBER | A | |
| MACQUIRTER, GORDON, DANIEL | I | MEMBER | A | |
| MACQUIRTER, GORDON, DANIEL | I | MEMBER | A | |
| MACQUIRTER, GORDON, DANIEL | I | MEMBER | A | |
| PITTS, ROBBY, LEE | I | MEMBER | A | |
| PITTS, ROBBY, LEE | I | MEMBER | A | |
| PITTS, ROBBY, LEE | I | MEMBER | A | |
| PITTS, ROBBY, LEE | I | MEMBER | A | |
| PITTS, ROBBY, LEE | I | MEMBER | A | |
| PITTS, ROBBY, LEE | I | MEMBER | A | |
| PITTS, ROBBY, LEE | I | MEMBER | A | |
| PITTS, ROBBY, LEE | I | MEMBER | A | |
| PITTS, ROBBY, LEE | I | MEMBER | A | |
| PITTS, ROBBY, LEE | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ALLEN, MIRON, HERBERT | I | FAIM INVESTMENTS | F | Control |
| ALLEN, MIRON, HERBERT | I | FAIM INVESTMENTS | F | Control |
| ALLEN, MIRON, HERBERT | I | FAIM INVESTMENTS | F | Control |
| ALLEN, MIRON, HERBERT | I | FAIM INVESTMENTS | F | Control |
| ALLEN, MIRON, HERBERT | I | FAIM INVESTMENTS | F | Control |
| ALLEN, MIRON, HERBERT | I | FAIM INVESTMENTS | F | Control |
| ALLEN, MIRON, HERBERT | I | FAIM INVESTMENTS | F | Control |
| ALLEN, MIRON, HERBERT | I | FAIM INVESTMENTS | F | Control |
| ALLEN, MIRON, HERBERT | I | FAIM INVESTMENTS | F | Control |
| ALLEN, MIRON, HERBERT | I | FAIM INVESTMENTS | F | Control |
| ALLEN, MIRON, HERBERT | I | FAIM INVESTMENTS | F | Control |
| ALLEN, MIRON, HERBERT | I | FAIM INVESTMENTS | F | Control |
| BARNES, TRAVIS, STANLEY | I | FAIM INVESTMENTS, LLC | F | |
| BARNES, TRAVIS, STANLEY | I | FAIM INVESTMENTS, LLC | F | |
| BARNES, TRAVIS, STANLEY | I | FAIM INVESTMENTS, LLC | F | |
| BARNES, TRAVIS, STANLEY | I | FAIM INVESTMENTS, LLC | F | |
| BARNES, TRAVIS, STANLEY | I | FAIM INVESTMENTS, LLC | F | |
| BARNES, TRAVIS, STANLEY | I | FAIM INVESTMENTS, LLC | F | |
| BARNES, TRAVIS, STANLEY | I | FAIM INVESTMENTS, LLC | F | |
| BARNES, TRAVIS, STANLEY | I | FAIM INVESTMENTS, LLC | F | |
| BARNES, TRAVIS, STANLEY | I | FAIM INVESTMENTS, LLC | F | |
| BARNES, TRAVIS, STANLEY | I | FAIM INVESTMENTS, LLC | F | |
| BARNES, TRAVIS, STANLEY | I | FAIM INVESTMENTS, LLC | F | |
| BARNES, TRAVIS, STANLEY | I | FAIM INVESTMENTS, LLC | F | |
| FRAZEE, JOHN, POWELL | I | FAIM INVESTMENTS, LLC | F | |
| FRAZEE, JOHN, POWELL | I | FAIM INVESTMENTS, LLC | F | |
| FRAZEE, JOHN, POWELL | I | FAIM INVESTMENTS, LLC | F | |
| FRAZEE, JOHN, POWELL | I | FAIM INVESTMENTS, LLC | F | |
| FRAZEE, JOHN, POWELL | I | FAIM INVESTMENTS, LLC | F | |
| FRAZEE, JOHN, POWELL | I | FAIM INVESTMENTS, LLC | F | |
| FRAZEE, JOHN, POWELL | I | FAIM INVESTMENTS, LLC | F | |
| FRAZEE, JOHN, POWELL | I | FAIM INVESTMENTS, LLC | F | |
| IRELAND, KATE | I | FAIM INVESTMENTS, LLC | F | |
| IRELAND, KATE | I | FAIM INVESTMENTS, LLC | F | |
| IRELAND, KATE | I | FAIM INVESTMENTS, LLC | F | |
| IRELAND, KATE | I | FAIM INVESTMENTS, LLC | F | |
| IRELAND, KATE | I | FAIM INVESTMENTS, LLC | F | |
| IRELAND, KATE | I | FAIM INVESTMENTS, LLC | F | |
| IRELAND, KATE | I | FAIM INVESTMENTS, LLC | F | |
| IRELAND, KATE | I | FAIM INVESTMENTS, LLC | F | |
| MOONEY, RICHARD, GORDON | I | FAIM INVESTMENTS | F | Control |
| MOONEY, RICHARD, GORDON | I | FAIM INVESTMENTS | F | Control |
| MOONEY, RICHARD, GORDON | I | FAIM INVESTMENTS | F | Control |
| MOONEY, RICHARD, GORDON | I | FAIM INVESTMENTS | F | Control |
| MOONEY, RICHARD, GORDON | I | FAIM INVESTMENTS | F | Control |
| MOONEY, RICHARD, GORDON | I | FAIM INVESTMENTS | F | Control |
| MOONEY, RICHARD, GORDON | I | FAIM INVESTMENTS | F | Control |
| MOONEY, RICHARD, GORDON | I | FAIM INVESTMENTS | F | Control |
| MOONEY, RICHARD, GORDON | I | FAIM INVESTMENTS | F | Control |
| MOONEY, RICHARD, GORDON | I | FAIM INVESTMENTS | F | Control |
| MOONEY, RICHARD, GORDON | I | FAIM INVESTMENTS | F | Control |
| MOONEY, RICHARD, GORDON | I | FAIM INVESTMENTS | F | Control |
| ROBERTS, CHARLES, WESLEY | I | FAIM INVESTMENTS | F | Control |
| ROBERTS, CHARLES, WESLEY | I | FAIM INVESTMENTS | F | Control |
| ROBERTS, CHARLES, WESLEY | I | FAIM INVESTMENTS | F | Control |
| ROBERTS, CHARLES, WESLEY | I | FAIM INVESTMENTS | F | Control |
Registrations
Federal
IA
Feb 19, 2025 REGISTERED
Notice Filings (9)
FL GA IN KS KY LA NC SC TX
Address
509 FENTON PLACECHARLOTTE, NC 28207
United States
Phone: 704-336-6818