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| Novare Capital Management
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|---|---|
| CRD # | 117949 |
| SEC # | 801-61848 |
| CIK # | 0001388409 |
| AUM | 1,917.1 M (2026-06-17) |
| Employees | 23 (78% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 704-334-3698 |
| Address | 2825 South Boulevard Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001388409 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Visa Inc | 20.0 | ||
| United Technologies Corp /DE/ | 18.8 | ||
| Cummins Inc | 16.8 | ||
| TJX Companies Inc /DE/ | 15.1 | ||
| Cisco Systems Inc | 14.9 | ||
| UnitedHealth Group Inc | 14.8 | ||
| Harris Corp /DE/ | 14.6 | ||
| Ametek INC/ | 14.2 | ||
| C H Robinson Worldwide Inc | 13.7 | ||
| Merck & Co Inc | 13.3 | ||
| Verizon Communications Inc | 12.9 | ||
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| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
First Pacific Financial Inc
✚
|
WA | 1,925.8 M |
|
AMI Asset Management Corp
✚
|
CA | 1,925.6 M |
|
Conservest Capital Advisors Inc
✚
|
PA | 1,924.7 M |
|
Rossmore Private Capital LLC
✚
|
CT | 1,923.4 M |
|
Heartland Advisors Inc
✚
|
WI | 1,920.6 M |
|
Falcon Wealth Planning Inc
✚
|
CA | 1,919.8 M |
|
Artemis Wealth Advisors LLC
✚
|
NY | 1,914.5 M |
|
DT Investment Partners LLC
✚
|
PA | 1,912.8 M |
|
Resolute Advisors LLC
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|
CA | 1,910.5 M |
|
Continuum Advisory LLC
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|
ID | 1,907.9 M |