Novare Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 11, 2026, reports $1.9B in regulatory assets under management, 23 employees, and 2,075 accounts.
Assets Under Management
$1.9B
Employees
23
Offices
--
Total Clients
757
Primary office
CHARLOTTE, NC
521 E. MOREHEAD, SUITE 510, CHARLOTTE, NC, United States
Top client segmentHNWI represent 58.1% of total clients.
Top client categories% of clientsClients
1
HNWI
58.1%
440
2
Individuals
41.9%
317
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 11, 2026
Discretionary99.8%
$1.9B
100% of total RAUM99.8%
Non-discretionary0.2%
$4M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.9B
Total Accounts2,075
10Y AUM Change+$1.0B (+119.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee33:1
10Y Employee Change+13 (+130.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.