# WESTEND ADVISORS

WESTEND ADVISORS is an Asset Manager based in Charlotte, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** westendadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/westend-advisors

## Regulatory record

- **CRD number:** 133279
- **SEC file number:** 801-63626
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133279

## About

WestEnd Advisors, a Victory Capital Investment Franchise, is an institutional asset management firm and a registered investment advisor based in Charlotte, NC. The cornerstone of our investment philosophy is that the macroeconomic environment is a key driver of financial market returns. We have developed and refined our proprietary, qualitative investment process over the last two decades, which has enabled us to consistently navigate a wide variety of market conditions on behalf of our clients. WestEnd manages and markets a series of portfolios that are constructed with ETFs, and a large-cap, core equity portfolio. WestEnd Advisors, LLC (“WestEnd”) is an investment adviser registered with the Securities and Exchange Commission. Registration of an Investment Adviser does not imply any level of skill or training. WestEnd does not provide investment advisory services via this web site. The purpose of this site is limited to the dissemination of general information regarding the services offered by WestEnd. It is not intended to be a solicitation or offer to sell investment advisory services in any jurisdiction in which WestEnd is not currently authorized to do so. Investment advisory services may only be offered upon delivery of WestEnd’s Form ADV Part 2 disclosure document, which details the services offered, business practices and related fees. WestEnd’s Form ADV Part 2 is available upon request. The information contained herein has been obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness.

## Sectors

- Financial Services
- Real Estate
- Energy
- Healthcare
- Technology

## People

- Robert L. Pharr — Managing Partner, Chief Investment Officer
- William E. Lester — Managing Partner

## Questions

### Who runs investment decisions at Westend Advisors?

Robert L. Pharr, a managing partner and chief investment officer, leads the investment function alongside co-founder William E. Lester. Pharr previously worked at First Union National Bank. The firm delegates substantial autonomy to sector heads, who run portfolios within their respective domains rather than reporting to a central allocation committee.

### How is Westend Advisors structured differently from a typical equity manager?

Westend organizes entirely around sector specialization. Each coverage area — financial services, real estate, energy, healthcare, and technology — functions as a semi-autonomous unit with its own investment process. Analysts and portfolio managers stay within their sector for their entire tenure at the firm. There is no generalist rotation program and no central research pool.

### What sectors does Westend Advisors explicitly avoid?

Westend does not run strategies in consumer discretionary, consumer staples, materials, utilities, or industrials. The firm explicitly limits its research coverage to five sectors where it believes deep specialization produces a durable information edge. There is no stated plan to expand sector coverage.

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Last updated: 2026-07-08T23:48:01.269Z

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