Novare Capital Management

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Novare Capital Management
CRD #117949
SEC #801-61848
CIK #0001388409
AUM $1.5 BB (2024-03-26)
Employees 22 (82% Investors, 0% Brokers)
Phone704-334-3698
Address521 E Morehead
Charlotte, NC 28202
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
1600128096064032002002200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 53.4
AAPL 2,382,844.0 37.5
GOOGL 1,475,138.5 32.4
WMT 335,434.5 27.0
AVGO 201,282.9 26.5
AMZN 1,092,997.8 25.1
UNH 477,004.0 23.6
EMR 48,422.9 21.2
MRK 232,371.9 20.6
ROP 41,484.9 20.4
View All
Holdings by Sector ($MM)
120096072048024002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 345 125.3
(b) Individuals (high net worth individuals) 399 1,326.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 3.2
(h) Charitable organizations 5 10.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 43.3
(n) Other 0 0.0
Total 1,814 1,509.0
By Discretionary
Discretionary 1,811 1,506.0
Non-Discretionary 3 3.0
Total 1,814 1,509.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,509.0
Total 1,814 1,509.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001388409]
Comparable Firms State AUM ($BB)
Silveroak Wealth Management LLC
MN 1.5
Landaas & Company
WI 1.5
DHK Financial Advisors Inc
NH 1.5
Aveo Capital Partners LLC
CO 1.5
EFG Asset Management Americas Corp
FL 1.5
Barber Financial Group
KS 1.5
Bitterroot Capital Advisors LLC
MT 1.5
Tom Johnson Investment Management LLC
OK 1.5
JNBA Financial Advisors LLC
MN 1.5
UX Wealth Partners LLC
CO 1.5
Terms | Privacy | Guide
tony@aum13f.com