# Novare Capital Management

Novare Capital Management is a Bank / Wealth / Trust based in Charlotte, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** 521 East Morehead Street Suite 510, Charlotte, NC, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** novarecapital.com
- **LinkedIn:** https://www.linkedin.com/company/novare-capital-management

## Regulatory record

- **CRD number:** 117949
- **SEC file number:** 801-61848
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117949

## About

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.

## Questions

### Who runs investment decisions at Novare Capital Management?

Novare does not publicly name its principals, portfolio managers, or investment committee members on its website or in available filings. The firm presents itself as a team-based advisor but does not disclose who holds the CIO or CEO title.

### What is the minimum portfolio size Novare requires?

The firm states on its contact page that its services are best suited to investors with portfolios greater than $500,000, though it also notes it works with people of varying backgrounds.

### Is Novare Capital Management part of a larger bank or financial institution?

No. Novare describes itself as an independent investment management firm and registered investment advisor. It is not affiliated with a bank, broker-dealer, or insurance company, which it argues allows for objective, client-first advice.

### Does Novare Capital Management serve clients nationally?

Yes. The firm states it works with clients in the Carolinas and across the country, with all services anchored from its single office in Charlotte, North Carolina.

### What types of clients does Novare typically work with?

Novare serves successful individuals, business owners, foundations, and trusts. The firm does not publish a breakdown of client types by count or assets.

## Related profiles

- [NovaQuest Capital Management](https://altss.com/profile/novaquest-capital-management)
- [Novartis](https://altss.com/profile/novartis)

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Last updated: 2026-07-06T00:36:43.630Z

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