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Building 2NOVARE CAPITAL MANAGEMENT

Map pinCHARLOTTE, NC
Phone704-334-3698
NotebookSEC #801-61848
Total AUM
$1.9B
Employees
23
Clients
760

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
521 E. MOREHEAD
SUITE 510
CHARLOTTE
NC 28202
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
704-334-3698

ReceiptFinancials

Total AUM
$1.9B
Accounts
2,075
Discretionary
$1.9B
Accounts
2,071
Non-Discretionary
$3.7M
Accounts
4

ContactClients

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Individual Clients
317
AUM
$127.1M
HNW Individual Clients
440
AUM
$1.7B
Pension/Profit Sharing Plan Clients
1
AUM
$5.1M
Charitable Organization Clients
1
AUM
$5.7M
Corporation or Business Clients
1
AUM
$46.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILLAMDNCNHNJNYOHPASCTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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