Overview
Assets Under Management: $1.7 billion
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 407
Average Client Assets: $4 million
Frequently Asked Questions
NOVARE CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117949), NOVARE CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
NOVARE CAPITAL MANAGEMENT is headquartered in CHARLOTTE, NC.
NOVARE CAPITAL MANAGEMENT serves 407 high-net-worth clients according to their SEC filing dated August 04, 2025. View client details ↓
According to their SEC Form ADV, NOVARE CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
NOVARE CAPITAL MANAGEMENT is ranked #183 by Forbes in 2025. Learn more about these rankings ↓
NOVARE CAPITAL MANAGEMENT manages $1.7 billion in client assets according to their SEC filing dated August 04, 2025.
According to their SEC Form ADV, NOVARE CAPITAL MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Recent Rankings
Forbes 2025: 183
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 407
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.90
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,954
Discretionary Accounts: 1,949
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 117949
Filing ID: 2007314
Last Filing Date: 2025-08-04 08:59:00
Website: https://novarecapital.com