SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Novare Capital Management
Charlotte, NC
CRD 117949
Firm filing updated August 24, 2026 ·
- $1.9BAssets
- 18Advisory staff
- 2,075Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals440
- Individuals317
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 317 | $127.1 million |
| High net worth individuals | 440 | $1.7 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $5.1 million |
| Charitable organizations | Fewer than 5 clients | $5.7 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $46.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$1.9 billion
- Accounts2,075
- Discretionary$1.9 billion · 2,071 accounts
- Non-discretionary$3.7 million · 4 accounts
People
- Employees23
- Advisory staff18
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients26 to 50
Advisors
13 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 117949, SEC file 801-61848.
- Registered with the SEC as an investment advisor (status date on record: February 26, 2003).
Is Novare Capital Management a fiduciary?
Short answer: Novare Capital Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.