Wealth Manager
    SEC Registered
    Manages Private Funds

    Westover Capital Advisors, LLC

    Registered investment advisor · Wilmington, Delaware · CRD #126520

    Assets Under Management
    $653M
    Client Accounts
    794
    Employees
    11
    CRD Number
    126520
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Westover Capital Advisors, LLC

    Westover Capital Advisors, LLC is a wealth management firm offering investment strategies, asset management, and financial planning services. The firm, established in 1999, charges fees based on assets under management, typically from 0.75% to 1.5%, and operates as a fee-only, SEC-registered investment advisory.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Westover Capital Advisors, LLC

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    Frequently Asked Questions

    What is Westover Capital Advisors, LLC's AUM?

    Westover Capital Advisors, LLC reports approximately $653M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Westover Capital Advisors, LLC headquartered?

    Westover Capital Advisors, LLC is headquartered in Wilmington, Delaware.

    What is Westover Capital Advisors, LLC's CRD number?

    Westover Capital Advisors, LLC's CRD number is 126520. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Westover Capital Advisors, LLC manage?

    Westover Capital Advisors, LLC manages approximately 794 client accounts according to its latest SEC filing.

    Is Westover Capital Advisors, LLC SEC registered?

    Yes, Westover Capital Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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