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William Girroir Baynard

NOVARE CAPITAL MANAGEMENT·CHARLOTTE, North Carolina
Clean recordNOVARE CAPITAL MANAGEMENT
521 E. MOREHEAD, CHARLOTTE, NC 28202CRD# 1922269Firm CRD# 117949

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Girroir Baynard · CHARLOTTE, NC
Registration
CRD #1922269 · NOVARE CAPITAL MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Girroir Baynard is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with NOVARE CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NOVARE CAPITAL MANAGEMENT
NOVARE CAPITAL MANAGEMENT
AUM
$1.5B
Regulatory assets under management
Employees
22
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1922269
Firm CRD# 117949
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Girroir Baynard offer?
William Girroir Baynard specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are William Girroir Baynard's credentials?
William Girroir Baynard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Girroir Baynard located?
William Girroir Baynard is based in CHARLOTTE, North Carolina, working with NOVARE CAPITAL MANAGEMENT. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does William Girroir Baynard charge for services?
William Girroir Baynard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NOVARE CAPITAL MANAGEMENT?
NOVARE CAPITAL MANAGEMENT has approximately 22 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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