# EASTOVER INVESTMENT ADVISORS, LLC

EASTOVER INVESTMENT ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 150821
- Type: SEC-registered investment adviser
- SEC file number: 801-70406
- Location: 509 FENTON PLACE, CHARLOTTE, NC, 28207
- Phone: 704-336-6818
- Latest filing: 2026-02-04
- Regulatory AUM: $392.3M
- Discretionary AUM: $360.1M
- Non-discretionary AUM: $32.1M
- Clients: 4
- Accounts: 252

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Yancey Williams Mackey | OWNER/CEO/CLIENT ADVISOR | — |
| David Samuel Doerflinger | CCO / COO | — |
| JOHNSON RONALD STEVEN | MEMBER | — |
| ALLEN MIRON HERBERT | EXECUTIVE COMMITTEE MEMBER; MANAGING PARTNER | — |
| FRAZEE JOHN POWELL | SHAREHOLDER | — |
| IRELAND KATE | MEMBER; SHAREHOLDER | — |
| MOONEY RICHARD GORDON | EXECUTIVE COMMITTEE MEMBER; MANAGING PARTNER | — |
| BARNES TRAVIS STANLEY | MANAGING MEMBER; MEMBER | — |
| MACKEY YANCEY WILLIAMS | OWNER/CEO; OWNER/CEO/CCO; OWNER/CEO/CCO/CLIENT ADVISOR (+1 more) | — |
| DOERFLINGER DAVID SAMUEL | CCO / COO | — |
| ROACH CARLA MERCEDES | CHIEF COMPLIANCE OFFICER | — |
| CARLSON SANDRA BRADLEY | EXECUTIVE COMMITTEE MEMBER | — |
| PITTS ROBBY LEE | MEMBER | — |
| MACQUIRTER GORDON DANIEL | MEMBER | — |
| CUNDLE PAMELA ANNE | MEMBER | — |
| MORGAN DAVID JEROME | MANAGING MEMBER | — |
| ROBERTS CHARLES WESLEY | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150821/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150821/similar
- Related entities: https://search.stillhousedata.com/firm/150821/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150821

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.