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NOVARE CAPITAL MANAGEMENT

CRD 117949 · SEC 801-61848

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2825 SOUTH BOULEVARD, SUITE 440, CHARLOTTE, NC, 28203, United States

Phone

704-334-3698

Fax

704-334-3339

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.92B

Discretionary AUM

$1.91B

Team

23 total employees; 18 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals317$127.1M
High net worth individuals440$1.73B

States served

CA, CO, GA, IL, LA, MD, NJ, NY, NC, OH, PA, SC, TN, VA, WI, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD