Novare Capital Management

Novare Capital Management

Formed in Charlotte, Novare Capital Management positions itself as an independent investment adviser focused on personalized portfolio construction. The firm targets successful individuals, business owners, foundations, and trusts, requiring a portfolio minimum of $500,000 to engage its services. This economic gate implies a client base concentrated in the Carolinas and across the United States, though the firm does not break out its asset mix publicly. Novare describes a custom-strategy approach to public-market investing, though it discloses no specific asset-class weightings, named co-investors, or direct portfolio holdings. The firm operates from a single office at Morehead Place in Charlotte, with no additional locations or affiliated vehicles mentioned in public materials. Without published AUM, team size, or named principals, its scale and precise investment posture remain internal. Without disclosed principals, a verifiable founding year, or a distinct sourcing model, Novare's architecture mirrors a classic registered investment adviser serving upper-net-worth clients in a single metropolitan region. Its website makes no mention of alternatives, private markets, or non-traditional vehicles — placing it firmly in the wealth-management camp rather than the institutional allocator universe.