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| Eastover Investment Advisors LLC
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| CRD # | 150821 |
| SEC # | 801-70406 |
| CIK # | 0001472800 |
| AUM | 392.3 M (2026-02-04) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 704-336-6818 |
| Address | 509 Fenton Place Charlotte, NC 28207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001472800 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Jabil Circuit Inc | 16.5 | ||
| United Rentals Inc /DE | 14.6 | ||
| Broadcom Inc | 14.3 | ||
| Apple Inc | 13.5 | ||
| Alphabet Inc | 12.6 | ||
| Nvidia Corp | 12.5 | ||
| Citigroup Inc | 10.6 | ||
| United Technologies Corp /DE/ | 9.8 | ||
| Amazon Com Inc | 9.6 | ||
| Johnson & Johnson | 9.5 | ||
| AbbVie Inc | 9.1 | ||
| American Electric Power Co Inc | 9.1 | ||
| Microsoft Corp | 8.9 | ||
| Eaton Corp Ltd | 8.4 | ||
| Horton D R Inc /DE/ | 8.3 | ||
| Progressive Corp/Oh/ | 8.0 | ||
| Royal Dutch Shell PLC | 7.7 | ||
| Visa Inc | 7.6 | ||
| Costco Wholesale Corp /NEW | 7.5 | ||
| Public Storage | 7.5 | ||
| Procter & Gamble Co | 7.0 | ||
| Republic Services Inc | 7.0 | ||
| Lowes Companies Inc | 6.9 | ||
| Fidelity National Financial Inc | 6.4 | ||
| Intuitive Surgical Inc | 6.0 | ||
| Novo Nordisk A S | 4.1 | ||
| United Community Banks Inc | 1.5 | ||
| BB&T Corp | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 19.6 |
| (b) Individuals (high net worth individuals) | 197 | 306.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 29.6 |
| (h) Charitable organizations | 8 | 36.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 252 | 392.3 |
| By Discretionary | ||
| Discretionary | 249 | 360.1 |
| Non-Discretionary | 3 | 32.1 |
| Total | 252 | 392.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 392.1 | |
| Total | 252 | 392.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001472800] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Eastover Investment Advisors LLC
✚
|
NC | 392.3 M |
|
Myers Park Capital Management LLC
✚
|
NC |
| Comparable Firms | State | AUM |
|---|---|---|
|
Core Wealth Partners LLC
✚
|
CA | 393.2 M |
|
PFW Advisors LLC
✚
|
GA | 393.2 M |
|
Causey Wealth LLC
✚
|
CO | 393.2 M |
|
Key Capital Management Inc
✚
|
TN | 393.0 M |
|
C C Dunnavan & Co Inc
✚
|
MN | 392.7 M |
|
Atlatl Advisers LLC
✚
|
WI | 392.7 M |
|
Panoramic Capital Partners LLC
✚
|
OR | 392.7 M |
|
The Darrow Company Inc
✚
|
MA | 392.4 M |
|
S&A Financial Services Inc
✚
|
KS | 392.3 M |
|
Carmel Capital Management LLC
✚
|
CA | 392.0 M |