Investment adviser · CRD 117949
NOVARE CAPITAL MANAGEMENT
Investment adviser filing (IA)
CHARLOTTE, NC, United States · Form ADV filed Aug 24, 2026
- Regulatory AUM
- $1.92B Form ADV · Item 5.F
- Client accounts
- 2,075 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 440 | $1,732,391,388 | 90.4% |
| Individuals | 317 | $127,149,587 | 6.6% |
| Corporations & businesses | Fewer than 5 | $46,788,467 | 2.4% |
| Charities | Fewer than 5 | $5,746,686 | 0.3% |
| Retirement plans | Fewer than 5 | $5,072,549 | 0.3% |
Filing source
Form ADV 2126961 · Aug 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
2825 SOUTH BOULEVARD, SUITE 440CHARLOTTE, NC, 28209, United States
CRD 117949
Filing source
Form ADV 2126961 · Aug 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.