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They include 125 high-net-worth individuals, 113 individual clients and 17 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Westover Capital Advisors offer?","answer":"Westover Capital Advisors provides financial planning, portfolio management for individuals and small businesses, estate planning, philanthropic planning, retirement plan services, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Westover Capital Advisors charge?","answer":"Westover Capital Advisors charges 0.75%–1.50% a year for its Investment Management, Wealth Advisory. The fee is billed in advance and is negotiable.","source":"DISCLOSURE BROCHURE AND SUPPLEMENTS FOR WESTOVER CAPITAL, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Westover Capital Advisors use?","answer":"Westover Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $653M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Westover Capital Advisors have?","answer":"Westover Capital Advisors has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Westover Capital Advisors invest in?","answer":"At the end of its last fiscal year, Westover Capital Advisors’ separately managed accounts held 66% exchange-traded equities, 25% pooled vehicles (private funds and similar), 3% investment grade corporate bonds, 2% state and local bonds, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Preferred Stock.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Westover Capital Advisors?","answer":"Westover Capital Advisors’ direct owners are Harold Sawyer and Matthew Beardwood, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Westover Capital Advisors get paid?","answer":"Westover Capital Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}