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 registered investment adviser organized as an LLC and operating since 2003. The firm serves individuals and families on a fee‑based, percentage‑of‑AUM model and provides financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Novare identifies equities—particularly exchange‑traded securities—as its primary preference and does not position itself as an ESG‑focused manager or a multi‑state adviser. The firm has been recognized in industry rankings, including placements on FA Magazine’s Top RIA Firms list (2020) and Forbes’ America’s/Top RIA Firms lists (2023, 2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
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 17
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 102Active vs passive
$658M in ETFs
91%
$602M
6%
$56.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $77.5M | 103,742 | 11.77% |
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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