NOVARE CAPITAL MANAGEMENT

CRD 117949File 801-61848

APPROVED

Retail clients

Custody

Filing as of Jun 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.92B

Top 25% of cohort (national)

Discretionary AUM

$1.91B

Non-discretionary $3.7M

Clients

757

2,075 accounts

Employees

Top 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Feb 26, 2003
Principal office: 2825 SOUTH BOULEVARD, SUITE 440, CHARLOTTE, NC, 28203
Phone: 704-334-3698
Website: HTTP://NOVARECAPITAL.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.92B
Discretionary AUM: $1.91B
Non-discretionary AUM: $3.7M
Discretionary accounts: 2,071
Non-discretionary accounts: 4
Total accounts: 2,075
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$46.8M
Charitable organizations	Fewer than 5	$5.7M
High net worth individuals	440	$1.73B
Pension and profit sharing plans	Fewer than 5	$5.1M
Individuals (other than high net worth individuals)	317	$127.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.