Eastover Capital Management

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).

Who We Are

Founded in 1988, Eastover Capital Management provides active portfolio management for individual and institutional clients throughout the country.

We do not sell complicated investment products layered in fees. Our clients are invested in individual stocks and bonds, providing tax efficiency and lower portfolio turnover rates. Our clients understand our process and know exactly what they own and are invested in. We have full discretion over the portfolio investments; however, we communicate all portfolio changes to the client and the rationale for the change.

Fee-Only Advisor

An independent investment firm regulated by the Securities Exchange Commission, our fee structure is straightforward and transparent, allowing us to comply with our fiduciary duty to serve the best interests of our clients.

Investment Philosophy

We combine well-researched equity strategies with investment-grade bond allocations, designed to provide diversified portfolios that minimize risk.

Client Focused

The firm is a Fiduciary, we are legally and ethically bound to do what is best for our clients

Standard Fee Schedule

Fee-Only – Standard Annual Fee Schedule
Portfolio Asset Value Annual Fee Rate
First $2,500,000 1%
Amounts over $2,500,000 .75%

Direct Accessibility

Have a question? We answer the phone directly; no need to go through an impersonal call center.

Regular Meetings

Our most important purpose is establishing and maintaining strong client relationships. We invest the time to learn about each of our clients through regular meetings, often including entire families.

Employee Owned Firm is Founded

Employee-Owned Firm is Founded - 1988

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.

Ownership Change - 2005

A group of 10 community banks purchases Eastover Capital in an effort to make available its investment management expertise to their bank clients.

New President & CEO - 2011

Will Mackey is hired by the Board of Directors to serve as President & CEO.

Ownership Change - 2015

Will Mackey acquires sole ownership of the firm, bringing Eastover Capital back to its roots as an Owner-operated firm.

New Office Space - 2018

Historic 100-year-old home was purchased in the Eastover neighborhood of Charlotte, to serve as office space.