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, domestic RIA serving individuals and families. It charges fees as a percentage of assets under management and provides financial planning, portfolio management for individuals, small businesses, businesses and institutions, and pension consulting. The firm registered with the SEC in 2003. The firm was named to FA Magazine’s Top RIA Firms list in 2020, Forbes’ America’s Top RIA Firms list in 2023, and Forbes’ Top RIA Firms list in 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$666M in ETFs
92%
$615M
5%
$51.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $87.2M | 114,354 | 13.09% |
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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