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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 30, 2026, reported AUM increased 14.8%, from $568.6M to $652.9M.
Across 5 reported observations, AUM increased 58.8% between March 25, 2022 and March 30, 2026, from $411.1M to $652.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 267 clients, or 44.5 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Westover Capital Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Westover Capital Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.