Novare Capital Management
● SEC registered since 2003CRD 117949SEC# 801-61848Charlotte, NC
Reg. AUM
$1.92B
Employees
23
Accounts
2,075
Location
Charlotte, NC
Novare Capital Management assets under management
Novare Capital Management is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2003. It reports $1.9 billion in regulatory assets under management and employs 23 people.
Novare Capital Management owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Jones McPhail Control | Managing Director And Relationship Manager | 5-10% | 2012 |
| Christopher Todd Patton | Director And Relationship Manager | Under 5% | 2019 |
| John Whitfield Wilks Control | Managing Director, Chief Compliance Officer, And Relationship Manager | 10-25% | 2012 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Novare Capital Management manage?
Novare Capital Management reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Novare Capital Management have?
Novare Capital Management reports 23 employees.
Where is Novare Capital Management located?
Novare Capital Management is based in Charlotte, NC and has been SEC-registered since 2003.
Does Novare Capital Management disclose fund performance?
Novare Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2825 South Boulevard, Suite 440, Charlotte, NC 28203 |
| Phone | 704-334-3698 |
| Fax | 704-334-3339 |
| Office hours | 8:00 a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1388409 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.92B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.92Bregulatory AUM
Discretionary $1.91BNon-discretionary $3.7M