EASTOVER INVESTMENT ADVISORS, LLC
B53
CRD 150821·SEC 801-70406·CHARLOTTE, NC
AUM
$392.3M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $180.2M
'21 · $236.4M
'22 · $301.4M
'23 · $301.4M
'25 · $370.2M
'26 · $392.3M
'20'26
$180.2M → $392.3M▲ +118%
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 4 advisors
'26 · 3 advisors
'20'26
5 advisors → 3 advisors▼ -40%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
509 FENTON PLACECHARLOTTE, NC 28207
Business
509 FENTON PLACECHARLOTTE, NC 28207
Edgar Recent Filings
13F-HR2026-04-08 · 0001472800-26-000002
13F-HR2026-01-12 · 0001472800-26-000001