Eastover Investment Advisors, LLC
● SEC registered since 2009CRD 150821SEC# 801-70406Charlotte, NC
Reg. AUM
$392.3M
Employees
4
Accounts
252
Location
Charlotte, NC
Eastover Investment Advisors, LLC assets under management
Eastover Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2009. It reports $392.3 million in regulatory assets under management and employs 4 people.
Eastover Investment Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Samuel Doerflinger | Cco / Coo | Under 5% | 2021 |
| Yancey Williams MacKey Control | Owner/Ceo/Client Advisor | Over 75% | 2015 |
Frequently asked questions
How much does Eastover Investment Advisors, LLC manage?
Eastover Investment Advisors, LLC reports $392.3 million in regulatory assets under management on its Form ADV.
How many employees does Eastover Investment Advisors, LLC have?
Eastover Investment Advisors, LLC reports 4 employees.
Where is Eastover Investment Advisors, LLC located?
Eastover Investment Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2009.
Does Eastover Investment Advisors, LLC disclose fund performance?
Eastover Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 509 Fenton Place, Charlotte, NC 28207 |
| Phone | 704-336-6818 |
| Fax | 704-336-6824 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$392.3M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$392.3Mregulatory AUM
Discretionary $360.1MNon-discretionary $32.1M