RIA Intel›Advisers›North Carolina›EASTOVER INVESTMENT ADVISORS, LLC

EASTOVER INVESTMENT ADVISORS, LLC

Advisory

N·CHARLOTTE, NC

Data as of Feb 4, 2026 · Source: SEC Form ADV

Total AUM

$392M

1-Year AUM Growth

+19.7%

3-Year CAGR

+11.1%

Employees

3

Assets Under Management

Total AUM$392M

Discretionary AUM$360M

Non-Discretionary AUM$32M

Discretionary %91.8%

Total Clients258

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record33

First FilingJul 7, 2009

Latest FilingFeb 4, 2026

🔒 Full AUM trend chart and 33 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EASTOVER INVESTMENT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.