Novare Capital Management Review

Trust Score 96%
Trust Score info_outline

Last updated: May 20th, 2019. Data source: SEC filings.

Novare Capital Management, federally registered in 2003, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 13 advisors. Novare Capital Management manages $979.0 million and provides investment advisory services for 502 clients (1:39 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,950,222
Hybrid Advisor No
Disciplinary History No
Total AUM $979.0 million
Advisor / Client Ratio 1:39
Headquarters Charlotte, NC
SEC Filings Forms and Brochures    (CRD # 117949)
State(s) Registered CA, FL, GA, NH, NC, OH, PA, SC, TN, TX, VA

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