SEC Form ADV · CIK 1388409

NOVARE CAPITAL MANAGEMENT

Registered Investment AdviserNC
$1.9B
Assets Under Management
2,075
Total Clients
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Registration Details

CIK
1388409
Accession
CRD-117949
Location
CHARLOTTE, NC
Filing Date
March 11, 2026
AUM
$1.9B
Total Clients
2,075
Amendment
No

Client Types

$1 billion - $10 billion

About this Adviser

NOVARE CAPITAL MANAGEMENT is a registered investment adviser headquartered in CHARLOTTE, NC, managing approximately $1.9B in assets across 2,075 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.