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Laura Lattimore Kido

Investment adviser representative at Novare Capital Management
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Novare Capital Management, LLCApr 2025 to now
  2. RetiredJan 2023 to Apr 2025
  3. The Vanguard Group, Inc.Jan 2022 to Dec 2022
  4. Vanguard Advisers, Inc.Oct 2019 to Dec 2022
  5. The Vanguard Group, Inc.Feb 2009 to Dec 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005

State registrations

Registered as an investment adviser representative in 1 state (NC).

Novare Capital Management

$1.9BAssets managed
757Clients
18Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5050632
Firm CRD
117949
Advisor's SEC record (opens in a new tab)
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