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NOVARE CAPITAL MANAGEMENT
CRD 117949File 801-61848
APPROVED
Retail clients
Custody
Filing as of Aug 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.92B
Top 25% of cohort (national)
Discretionary AUM
$1.91B
Non-discretionary $3.7M
Clients
757
2,075 accounts
Employees
23
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, 28209
- 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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 728 | 757 | increased by29 |
| Apr 1, 2026 | AUM | $1,723,889,710 | $1,917,148,677 | increased by$193,258,967 |
| Apr 1, 2026 | Accounts | 1,954 | 2,075 | increased by121 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 23 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 649 | 728 | increased by79 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,409,818,296 | $1,723,889,710 | increased by$314,071,414 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 656 | 1,954 | increased by1,298 |
| Apr 1, 2022 | Clients | 581 | 649 | increased by68 |
| Apr 1, 2022 | AUM | $1,224,687,540 | $1,409,818,296 | increased by$185,130,756 |
| Apr 1, 2022 | Accounts | 582 | 656 | increased by74 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NOVARE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NOVARE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.