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| Novare Capital Management
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|
|---|---|
| CRD # | 117949 |
| SEC # | 801-61848 |
| CIK # | 0001388409 |
| AUM | $1.7 B (2025-03-21) |
| Employees | 23 (74% Investors, 0% Brokers) |
| Phone | 704-334-3698 |
| Address | 521 E Morehead Charlotte, NC 28202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 60.0 | ||
| Broadcom Inc | 41.9 | ||
| Apple Inc | 38.4 | ||
| Nvidia Corp | 34.5 | ||
| Wal Mart Stores Inc | 34.2 | ||
| Alphabet Inc | 30.8 | ||
| Amazon Com Inc | 29.7 | ||
| Emerson Electric Co | 25.8 | ||
| J P Morgan Chase & Co | 23.3 | ||
| Roper Industries Inc | 21.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 315 | 124.9 |
| (b) Individuals (high net worth individuals) | 407 | 1,549.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 6.8 |
| (h) Charitable organizations | 0 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 37.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,954 | 1,723.9 |
| By Discretionary | ||
| Discretionary | 1,949 | 1,718.4 |
| Non-Discretionary | 5 | 5.5 |
| Total | 1,954 | 1,723.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,723.9 | |
| Total | 1,954 | 1,723.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001388409] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Transamerica Financial Advisors LLC
✚
|
PA | 1.7 |
|
Independence Asset Advisors LLC
✚
|
PA | 1.7 |
|
Corda Investment Management LLC
✚
|
TX | 1.7 |
|
Conservest Capital Advisors Inc
✚
|
PA | 1.7 |
|
Landaas & Company LLC
✚
|
WI | 1.7 |
|
Atwood & Palmer Inc
✚
|
MO | 1.7 |
|
Ashton Thomas Securities LLC
✚
|
NY | 1.7 |
|
Silveroak Wealth Management LLC
✚
|
MN | 1.7 |
|
D'Annunzio Consulting Group LLC
✚
|
WA | 1.7 |
|
NBC Securities Inc
✚
|
AL | 1.7 |