Westover Capital Advisors, LLC

Overview

Westover Capital Advisors, LLC is an SEC registered investment adviser based in Wilmington, DE, registered since 2005. It reports $653M in assets under management across 794 accounts, with 11 employees. It has 6 investment adviser representatives.

Reported AUM

$653M

Discretionary

100%

Accounts

794

Average account

$822K

Employees

11

Advisory reps

6

Registered since

2005

Jurisdictions

9

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Harold Murray Sawyer Jr Chief Executive Officer CRD 4650269
• Harold Murray Sawyer III Vice President, Chief Investment Officer CRD 5562480
• Matthew Cole Beardwood Director of Wealth Management, Chief Compliance Officer CRD 3084318

Advisory reps 3 of 6

• Matthew Cole Beardwood Investment Adviser Rep CRD 3084318
• Stephen Justin Crifasi Investment Adviser Rep CRD 7646738
• Dennis Scott Perdue Investment Adviser Rep CRD 7328028

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1013 Centre Rd Ste 405
Wilmington, DE 19805

County

New Castle

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

South

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: westovercapital.com

Every state, with registration dates

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