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WESTOVER CAPITAL ADVISORS, LLC
WESTOVER CAPITAL ADVISORS, LLC
WILMINGTON, Delaware
·
4 registered advisors
·
CRD# 126520
SEC# 801-64380
0
302-427-9600
01
Firm Overview
AUM
$401M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WESTOVER CAPITAL ADVISORS, LLC
4 registered advisors
Catherine Marie Crepack
WILMINGTON, Delaware
CRD# 6949952
Harold Murray Sawyer
WILMINGTON, Delaware
CRD# 5562480
Jr. Harold Sawyer
WILMINGTON, Delaware
CRD# 4650269
Matthew Cole Beardwood
WILMINGTON, Delaware
CRD# 3084318
05
Office Locations
WILMINGTON, Delaware
4 advisors
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Data sourced from SEC Form ADV filings. WESTOVER CAPITAL ADVISORS, LLC (CRD# 126520) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.