What Makes Investment Management Different with Eastover Capital?
As a fee only, fiduciary, independent firm manager, we do not collect trading commissions, allowing transparent pricing, while minimizing cost, turnover, and taxes whenever possible. With a customized approach to investment management, we invest the time to learn each client’s unique circumstances ensuring our client’s investments align with their values. We are regulated by the SEC (U.S. Securities and Exchange Commission).
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509 Fenton Place
Charlotte, NC 28207
Eastover Capital Through The Years
1988
Employee Owned Firm is Founded
Eastover Capital was founded in 1988 by Donn Toney and Robert Pharr as one of the first fee-only investment firms in the Charlotte, NC area.
2005
Ownership Change
A group of 10 community banks purchases Eastover Capital in an effort to make available its investment management expertise to their bank clients.
2011
New President & CEO
Will Mackey is hired by the Board of Directors to serve as President & CEO.
2015
Ownership Change
Will Mackey acquires sole ownership of the firm, bringing Eastover Capital back to its roots as an Owner Operated firm.
2018
New Office Space
Historic 100-year-old home was purchased in the Eastover neighborhood of Charlotte, to serve as office space.
230
Households
12
Institutional
Clients
120+
Years of Industry
Experience
Frequently Asked Questions
With a customized approach to investment management, Eastover Capital invests the time to learn each client’s unique circumstances — from tax sensitivity to socially responsible investing to charitable objectives – ensuring your investments align with your values, while fully understanding our process and what you own.
Eastover Capital has selected Charles Schwab to serve as its custodian. While we make all investment decisions for our clients, Schwab is responsible for maintaining all client assets and holdings.
Who makes the investment decisions at Eastover?
As an independent SEC-registered Investment Advisor, Eastover Capital makes the investment decisions based on each client’s individual circumstances. Our in-house Investment Policy Committee is responsible for selecting individual stocks and bonds to build portfolios.
What reporting will I receive on my accounts?
Clients receive quarterly statements from our custodian, Charles Schwab. Eastover provides additional, more detailed reporting during individual client reviews.
How will I pay for Eastover Capital's services?
Eastover is a fee-only investment advisor and does not collect trading commissions. Our fees, billed quarterly, are based on the value of the investments we manage for each individual client relationship.
How often would I meet with my advisor?
As a relationship focused firm, the best part of any day is the time we spend meeting with our clients and their families. We meet regularly based on a mutually agreed upon schedule and as changes to financial circumstances warrant.
Investment Management for Individuals
and Institutions Since 1988.
