Novant Asset Management, LLC

Novant Asset Management, LLC (CRD# 145050) is a financial advisory firm headquartered in Winston Salem, NC. They manage $580,036,354 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    580
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $116,007,271
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Novant Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael D. Carr
CRD#: 4632200
110 Oakwood Drive, Suite 210, Winston Salem, NC 27103
90
Wealthminder
score

Michael Carr (CRD# 4632200) is an Investment Advisor Representative working at Novant Asset Management, LLC in Winston Salem, NC and has 1 year of experience in the finance industry.

2
Forrest S. King
CRD#: 5464716
110 Oakwood Drive, Suite 210, Winston Salem, NC 27103
90
Wealthminder
score

Forrest King (CRD# 5464716) is an Investment Advisor Representative working at Novant Asset Management, LLC in Winston Salem, NC and has 1 year of experience in the finance industry.

3
Wayne F. Morgan
CRD#: 1294737
110 Oakwood Drive, Suite 210, Winston Salem, NC 27103
90
Wealthminder
score

Wayne Morgan (CRD# 1294737) is an Investment Advisor Representative working at Novant Asset Management, LLC in Winston Salem, NC and has 1 year of experience in the finance industry.

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