# Westover Capital Advisors

Westover Capital Advisors is an Asset Manager based in Wilmington, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Wilmington, United States
- **Region:** North America
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** westovercapital.com
- **LinkedIn:** https://www.linkedin.com/company/westover-capital-advisorsllc

## Regulatory record

- **CRD number:** 126520
- **SEC file number:** 801-64380
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126520

## About

Westover Capital Advisors provides individually tailored, comprehensive wealth management services and advice to high-net-worth individuals and their families. The firm offers investment management, wealth planning, tax consultation and preparation, and family office solutions. For over 25 years it has helped clients pursue their financial goals with clarity and confidence.

## Sectors

- high-net-worth individuals and their families

## People

- Murray Sawyer — JD, Founder and CEO
- Chip Sawyer — MBA, CFA®, Chief Investment Officer
- Matt Beardwood — CFP®, Director - Wealth Management
- Dennis Perdue — CPA, Director - Tax Services
- Steve Crifasi — CFP®, CTFA, Associate Director - Marketing and Business Development
- Caitlyn Tierney — CFP®, Associate Director of Wealth Management & Tax Services
- Jennifer Reichner — Client Service Solutions Officer
- Kelly Doran — Client Services and Tax Associate
- Sawyer Crowley — Client Service Operations Lead
- Brendan McDevitt — Client Service Associate

## Questions

### What investment strategy does Westover Capital Advisors employ?

Westover employs a long-only, value-oriented equity strategy focused on purchasing companies trading at discounts to intrinsic value. The firm uses bottom-up fundamental analysis to build concentrated portfolios. This approach targets long-term capital appreciation rather than short-term trading gains.

### How does Westover structure its client accounts?

The firm uses individually managed separate accounts rather than commingled funds. Each client retains direct ownership of the securities in their portfolio. This structure permits tax-loss harvesting and custom liquidity management tailored to each household's needs.

### Does Westover invest in private companies or alternative assets?

The firm's known mandate centers on publicly traded equities. There is no public record of Westover making direct private-company investments, venture capital commitments, or real-asset acquisitions.

## Related profiles

- [Westly Capital Management III](https://altss.com/profile/westly-capital-management-iii-llc)

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Last updated: 2026-08-11T15:08:32.892Z

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