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NOVARE CAPITAL MANAGEMENT

CHARLOTTE, NC · CRD 117949 · IAPD ↗ · novarecapital.com · 704-334-3698

$1.92BRegulatory AUM
18Advisory reps
23Employees
0Clients
26-50Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
December 2025 — NOVARE CAPITAL MANAGEMENT notice-filed in TN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
January 2025 — NOVARE CAPITAL MANAGEMENT notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.