Novare Capital Management

RIASEC Registered

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$924K

Accounts

2,075

Employees

Advisory reps

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

FINTRX

Overview

Novare Capital Management is an independent registered investment adviser that has been SEC-registered since 2003. The firm serves primarily individual and family clients and charges fees as a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Novare reports a liability company ownership structure with a mix of domestic-entity and individual owners. The firm does not identify as an active ESG investor and does not position itself as a capital allocator. Public recognitions include placements on RIA lists published by FA Magazine (2020) and Forbes (America’s Top RIA Firms, 2023 and 2024).