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Novare Capital Management

Headquartered in CHARLOTTE, NC

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Firm Information

Novare Capital Management is a Charlotte, NC-based investment firm offering financial planning, portfolio management for individuals and businesses, and other advisory services. The firm manages over $1.5 billion in assets for high-net-worth individuals, charitable organizations, corporations, individuals other than high-net-worth, and pension and profit-sharing plans.

Novare Capital Management

521 E. MOREHEAD

CHARLOTTE, NC 28202

$1.51B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

NOVARE CAPITAL MANAGEMENT has a total of 1 branch locations across the country.
location

CHARLOTTE, NC

Advisors at Novare Capital Management

View All 15 Advisors
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Sophie Hanny Samra

CFP®, RA

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James Russell Harlow

CFA®, RA

CHARLOTTE, NC

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Anne Jones McPhail

CFP®, RA

CHARLOTTE, NC

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Christopher Todd Patton

CFC®, RA

CHARLOTTE, NC

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Brian Alton Rudisill

CFA®, RA

CHARLOTTE, NC

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Cynthia Hall Bernart

CFP®, RA

CHARLOTTE, NC

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Nicholas Robert Lloyd

RA

CHARLOTTE, NC

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Charles Alexander Dann

CFP®, RA

CHARLOTTE, NC

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Disclosures

There are no public disclosures for Novare Capital Management.

Frequently Asked Questions (6)

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