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Sophie Hanny Samra

Novare Capital Management

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About Sophie Hanny Samra

Sophie Hanny Samra is a financial advisor at Novare Capital Management in Charlotte, North Carolina. Sophie is a CERTIFIED FINANCIAL PLANNER™ professional with over five years of experience in the financial services industry. Sophie is dedicated to helping individuals and families achieve their financial goals.

Firm Information

Sophie Samra is currently registered with Novare Capital Management. 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.

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Sophie Samra’s Registration & Firm History

NC

01/22/2025 - Present

Novare Capital Management (CHARLOTTE NC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sophie Hanny Samra.
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