Novare Capital Management
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 117949
- Registered since
- February 26, 2003
- Website
- novarecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.36%
- Individuals6.63%
- Corporations / Businesses2.44%
- Charitable Organizations0.3%
- Pension & Profit Sharing Plans0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Novare Capital Management is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2003. The firm focuses on fee-based wealth management for individuals and families, charging a percentage of assets under management and providing financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Novare does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator. Public recognition includes placements on industry lists from FA Magazine (Top RIA Firms, 2020) and Forbes (America’s Top RIA Firms, 2023 and 2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Investment Grade Corp Bonds19%
- Non-Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Margaret Norris
Chief Operating OfficerCRD 7716329
Contacts
3 of 19
Linda Walden
Senior Vice PresidentCRD 5788832
John Wilks
DirectorCRD 5198708
Anne Mcphail
DirectorCRD 4332831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 202Active vs passive
$1.3B in ETFs
91%
$1.2B
6%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $77.5M | 103,742 | 5.95% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 2825 South Blvd
- Time zone
- ET (UTC-5)
- Office locations
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