Novare Capital Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 117949
- SEC number
- 801-61848
- Firm type
- RIA
- Assets under management
- $1.9B as of Jun 17, 2026
- Website
- www.linkedin.com/company/novare-capital-management ↗
- Phone
- 704-334-3698
- Address
- 2825 South Boulevard, Charlotte, NC, 28203
Advisors at this firm
18 in our index · page 1 of 1
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Cameron Dean AmosCRD 8218396 · Charlotte, NCIA Registered
-
James States Lee BaynardCRD 6870742 · Charlotte, NCIA RegisteredRegistration inactive
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Cynthia Hall BernartCRD 4726998 · Charlotte, NCIA Registered
-
Charles Alexander DannCRD 6104755 · Charlotte, NCIA RegisteredRegistration inactive
-
Andrew Edward FisherCRD 4818198 · Charlotte, NCIA RegisteredRegistration inactive
-
James Russell HarlowCRD 4585540 · Charlotte, NCIA Registered
-
Caroline Whittaker HugginsCRD 7139417 · Charlotte, NCIA Registered
-
Laura Lattimore KidoCRD 5050632 · Charlotte, NCIA RegisteredRegistration inactive
-
Eric Richard LockermanCRD 6663485 · Charlotte, NCIA RegisteredRegistration inactive
-
Nicholas Robert LloydCRD 7093912 · Charlotte, NCIA RegisteredRegistration inactive
-
Anne Jones McphailCRD 4332831 · Charlotte, NCIA Registered
-
John Michael MenserCRD 4950086 · Charlotte, NCIA RegisteredRegistration inactive
-
Christopher Todd PattonCRD 1881523 · Charlotte, NCIA Registered
-
Brian Alton RudisillCRD 2637448 · Charlotte, NCIA Registered
-
John Victor RyanCRD 7048446 · Charlotte, NCIA Registered
-
Linda Lathan WaldenCRD 5788832 · Charlotte, NCIA Registered
-
John Whitfield WilksCRD 5198708 · Charlotte, NCIA Registered
-
Sophie Hanny YoungCRD 6720422 · Charlotte, NCIA Registered
1–18 of 18
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 117949 ↗
FINRA BrokerCheck record for firm CRD 117949 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.