CCO / COO · Eastover Capital Management
David S. Doerflinger
CRD 2032291 · Named on Form ADV at one SEC-registered adviser
At a glance
Eastover Capital Management, an SEC-registered wealth manager based in Charlotte, NC with $392 million in regulatory assets, lists David S. Doerflinger on its Form ADV as CCO / COO.
Firms and roles
- Eastover Capital ManagementCCO / COOWealth manager · Charlotte, NC · $392M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Yancey W. MackeyOwner/ceo/client Advisor, Eastover Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.