Westover Capital Advisors, LLC
● SEC registered since 2005CRD 126520SEC# 801-64380Wilmington, DE
Reg. AUM
$652.9M
Employees
11
Accounts
794
Location
Wilmington, DE
Westover Capital Advisors, LLC assets under management
Westover Capital Advisors, LLC is an SEC-registered investment adviser based in Wilmington, DE. The firm has been registered since 2005. It reports $652.9 million in regulatory assets under management and employs 11 people.
Westover Capital Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harold Murray Sawyer Control | Vice President & Chief Investment Officer | 25-50% | 2008 |
| Jr. Harold Murray Sawyer Control | Chief Executive Officer | 10-25% | 2000 |
| Matthew Cole Beardwood Control | Director Of Wealth Management And Chief Compliance Officer | 25-50% | 2019 |
Frequently asked questions
How much does Westover Capital Advisors, LLC manage?
Westover Capital Advisors, LLC reports $652.9 million in regulatory assets under management on its Form ADV.
How many employees does Westover Capital Advisors, LLC have?
Westover Capital Advisors, LLC reports 11 employees.
Where is Westover Capital Advisors, LLC located?
Westover Capital Advisors, LLC is based in Wilmington, DE and has been SEC-registered since 2005.
Does Westover Capital Advisors, LLC disclose fund performance?
Westover Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1013 Centre Rd,, Suite 405, Wilmington, DE 19805 |
| Phone | 302-427-9600 |
| Fax | 302-427-8900 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1483467 |
| Discloses disciplinary history | No |
Regulatory AUM
$652.9M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$652.9Mregulatory AUM
Discretionary $652.9M