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, SEC-registered registered investment adviser organized as an LLC and operating since 2003. The firm serves individual and family clients under a percentage-of-AUM fee model and emphasizes financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients. Its stated advisory services also include pension consulting. Novare reports it is not an active ESG investor and is not structured as a multi-state adviser or a capital allocator. The firm has been recognized in industry rankings, appearing on lists published by FA Magazine in 2020 and by Forbes in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
John Ryan
Vice PresidentCRD 7048446
Andrew Fisher
AVPCRD 4818198
William Baynard
Co-FounderCRD 1922269
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$542M in ETFs
90%
$489M
7%
$53.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $68M | 104,484 | 12.53% |
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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