|
⚲
|
| Novare Capital Management
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|
|
|---|---|
| CRD # | 117949 |
| SEC # | 801-61848 |
| CIK # | 0001388409 |
| AUM | $1.9 B (2026-06-17) |
| Employees | 23 (78% Investors, 0% Brokers) |
| Phone | 704-334-3698 |
| Address | 2825 South Boulevard Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 57.0 | ||
| Microsoft Corp | 44.2 | ||
| Alphabet Inc | 42.9 | ||
| Wal Mart Stores Inc | 38.7 | ||
| Nvidia Corp | 37.5 | ||
| Broadcom Inc | 34.2 | ||
| Johnson & Johnson | 28.1 | ||
| Amazon Com Inc | 27.6 | ||
| Emerson Electric Co | 24.6 | ||
| J P Morgan Chase & Co | 22.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 317 | 127.1 |
| (b) Individuals (high net worth individuals) | 440 | 1,732.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.1 |
| (h) Charitable organizations | 0 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 46.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,075 | 1,917.1 |
| By Discretionary | ||
| Discretionary | 2,071 | 1,913.4 |
| Non-Discretionary | 4 | 3.7 |
| Total | 2,075 | 1,917.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,917.1 | |
| Total | 2,075 | 1,917.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001388409] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Pacific Financial Inc
✚
|
WA | 1.9 |
|
AMI Asset Management Corp
✚
|
CA | 1.9 |
|
Conservest Capital Advisors Inc
✚
|
PA | 1.9 |
|
Rossmore Private Capital LLC
✚
|
CT | 1.9 |
|
Heartland Advisors Inc
✚
|
WI | 1.9 |
|
Falcon Wealth Planning Inc
✚
|
CA | 1.9 |
|
Artemis Wealth Advisors LLC
✚
|
NY | 1.9 |
|
DT Investment Partners LLC
✚
|
PA | 1.9 |
|
Resolute Advisors LLC
✚
|
CA | 1.9 |
|
Continuum Advisory LLC
✚
|
ID | 1.9 |