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NOVARE CAPITAL MANAGEMENT
NOVARE CAPITAL MANAGEMENT
CHARLOTTE, North Carolina
·
10 registered advisors
·
CRD# 117949
SEC# 801-61848
0
704-334-3698
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at NOVARE CAPITAL MANAGEMENT
10 registered advisors
Anne Jones Mcphail
CHARLOTTE, North Carolina
CRD# 4332831
Brando Lewis Reyna
CHARLOTTE, North Carolina
CRD# 4853544
Christopher Todd Patton
CHARLOTTE, North Carolina
CRD# 1881523
Don Ellsworth Olmstead
CHARLOTTE, North Carolina
CRD# 1503195
Jane Elizabeth Roper
CHARLOTTE, North Carolina
CRD# 2539918
John Whitfield Wilks
CHARLOTTE, North Carolina
CRD# 5198708
Linda Lathan Walden
CHARLOTTE, North Carolina
CRD# 5788832
Margaret Joan Norris
CHARLOTTE, North Carolina
CRD# 7716329
William Girroir Baynard
CHARLOTTE, North Carolina
CRD# 1922269
William Gurley Staton
CHARLOTTE, North Carolina
CRD# 434097
05
Office Locations
CHARLOTTE, North Carolina
10 advisors
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Data sourced from SEC Form ADV filings. NOVARE CAPITAL MANAGEMENT (CRD# 117949) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.