Dakota
Dakota
Book a Demo
Talk to an Expert

Eastover Investment Advisors, LLC

EST. AUM
$392,271,338

CONTACTS
6

CLIENT ACCOUNTS
252

Firm Details

Metro area Charlotte
CRD Number 150821
Website eastovercapital.com
Client types

Overview

Eastover Capital is an independent registered investment advisory firm providing discretionary portfolio management and wealth advisory services to individuals and families. The firm focuses on delivering customized investment strategies aligned with clients’ long-term financial objectives, risk tolerance, and income requirements. Its investment approach emphasizes disciplined asset allocation, fundamental research, and ongoing portfolio oversight within a fiduciary framework.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy