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Eastover Capital Management

Eastover Capital Management. CRD 150821

Eastover Capital Management logo

CRD: 150821

Eastover Capital Management

Charlotte, NC, 28207
7043366818
eastovercapital.com
$392.3M Total AUM
$360.1M Disc. AUM
11.4% 3Y CAGR
4 Employees
250 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
BNY Mellon ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Glacier pioneerNorth legacy +more
Established Date
08-07-2009
Office Locations
1

Office Locations

509 Fenton Place Charlotte NC

About Eastover Capital Management

Eastover Capital Management is an independent, fee-only, SEC-registered fiduciary in Charlotte. The firm provides customized investment management with an emphasis on minimizing costs, turnover, and taxes while aligning portfolios to client values (including socially responsible and charitable goals). An in-house Investment Policy Committee builds portfolios using ETFs plus individual stocks and bonds; custody includes Charles Schwab.

Team overview

32 AVG AGE
$130.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
8.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Pathway foundation Pathway atlas

Client Personas

Wave oak Vertex

CRM

Vital

Custodian

Fusion vertex Atlas Radial pathway Unison matrix North timber Pathway vital

Investment Themes

Meridian zenith Atlas

Investment Vehicles

Frontier Oak

Platform

North

Services

Horizon north Pathway Zenith legacy Momentum Summit Delta

Technology

Fusion Beacon Ember ember

Owner & Executives

Y

YANCEY WILLIAMS MACKEY

Chief Executive Officer, Client Advisor, Owner

CRD
#2370209
Ownership
75% or more
(632) 805-2545
element.beacon@vertexcapital.com
in linkedin.com/in/ember-ember
D

DAVID SAMUEL DOERFLINGER

Chief Compliance Officer, Chief Operating Officer

CRD
--
Ownership
Less than 5%
(853) 572-5796
pathway.wave@bridgecapital.com
in linkedin.com/in/crest-optima

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Contacts

L

LARRY ALEXANDER GRIFFIN III

Managing Director

CRD
#7404286
(247) 421-8384
beacon.zenith@pathwaycapital.com
in linkedin.com/in/element-value
Anna Maria Caldwell Jackson

Anna Maria Caldwell Jackson

Director

CRD
#6915320
(647) 851-6375
foundation.meridian@optimacapital.com
in linkedin.com/in/momentum-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-10-2022
02-02-2023
05-15-2024
02-20-2025
02-04-2026
Category Assets AVG. Account size
Discretionary $360,148,652 $1,446,380
Non-Discretionary $32,122,686 $10,707,562
Total $392,271,338 $1,556,632

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Separately Managed Accounts

Total SMA Asset: $392,271,338

$392.3M Total SMA
Equity - Exchange:
28.9%
Corporate - Investment Grade:
7.1%
Cash:
19.7%
U.S. Government/Agency:
6.1%
Public Funds:
24.0%
Municipal Bonds:
14.2%
Asset class Assets Assets %
Equity - Exchange $977,316,265 28.9%
Corporate - Investment Grade $240,101,920 7.1%
Cash $666,198,284 19.7%
U.S. Government/Agency $206,284,748 6.1%
Public Funds $811,612,123 24.0%
Municipal Bonds $480,203,839 14.2%
Total $3,381,717,179 100.0%

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