← Directory
WESTOVER CAPITAL ADVISORS, LLC
CRD 126520File 801-64380
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$652.9M
Above cohort median (national)
Discretionary AUM
$652.9M
Clients
267
794 accounts
Employees
11
Above cohort median in DE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 3, 2005
- Principal office
- 1013 CENTRE RD,, SUITE 405, WILMINGTON, DE, 19805
- Phone
- 302-427-9600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $652.9M
- Discretionary AUM
- $652.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 794
- Non-discretionary accounts
- 0
- Total accounts
- 794
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 17 | $82.7M |
| High net worth individuals | 125 | $527.8M |
| Pension and profit sharing plans | 12 | $8.5M |
| Individuals (other than high net worth individuals) | 113 | $33.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.