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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
About Westover Capital Advisors, LLC
Westover Capital Advisors is a Wilmington, DE RIA serving high-net-worth individuals and families with customized, relationship-driven wealth management. The firm combines investment advice and portfolio construction with comprehensive tax and financial planning, and supports clients through ongoing educational events. Primary custodian includes Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
MATTHEW COLE BEARDWOOD
Chief Compliance Officer, Director, DIRECTOR OF WEALTH MANAGEMENT
- CRD
- #3084318
- Ownership
- 25% but less than 50%
HAROLD MURRAY SAWYER III
Chief Executive Officer, Chief Investment Officer, Founder, President, VICE PRESIDENT
- CRD
- #5562480
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Stephen Justin Crifasi
Advisor
- CRD
- #7646738
Dennis Scott Perdue
Director
- CRD
- #7328028
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $652,907,439 | $822,302 |
| Non-Discretionary | $0 | -- |
| Total | $652,907,439 | $822,302 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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