NOVARE CAPITAL MANAGEMENT

Overview

Novare Capital Management is an independent RIA organized as an LLC and SEC-registered since 2003. The firm serves primarily individual and family clients on a percentage-of-AUM fee schedule. It identifies as a domestic, privately owned advisory business rather than a multi-state or institutional capital allocator, and it does not self-identify as an active ESG investor. Advisory capabilities include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Novare reports operating under a traditional advisory model rather than acting as an external allocator. The firm has received industry recognition, appearing on FA Magazine’s Top RIA Firms list in 2020 and on Forbes’ lists in both 2023 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices