Novare Capital Management

Novare Capital Management

Founded in 1999, Novare Capital Management operates as an independent registered investment advisor out of a single office in Charlotte, North Carolina. The firm works with successful individuals, business owners, foundations, and trusts, offering personalized investment and wealth management solutions. Clients must typically bring portfolios greater than $500,000 to engage the firm's services. Novare's investment approach centers on custom strategies tailored to each client's financial journey. The firm does not publicly disclose a specific asset-allocation model, but its website emphasizes personalized portfolio construction for long-term goals. The geographic footprint is anchored in the Carolinas, with the firm stating it serves clients across the country from its Charlotte headquarters. No named portfolio companies, deals, or co-investors are publicly identified. The firm does not publish headcount or total assets under management. The only verifiable operational detail is the minimum portfolio threshold of $500,000, stated on its contact page. Novare does not disclose any philanthropic foundations, real-asset arms, or external club memberships. The office at 521 East Morehead Street remains the sole listed location. Novare's structural differentiator is its independence. It operates as a privately held RIA, not part of a bank or broker-dealer network, which the firm argues eliminates product-pushing incentives. The firm's leadership, succession plan, and ownership structure are not publicly disclosed beyond the founding year of 1999.