Novare Capital Management

Novare Capital Management (CRD# 117949) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,039,821,295 in 1,352 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,040
    MILLION
  • Total Number of Accounts
    1,352
    ACCOUNTS
  • Average Account Value
    $769,099
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, FL, GA, NC, NH, OH, PA, SC, TN, TX, VA

Financial Advisors at Novare Capital Management
Showing 1 - 10 of 12 top financial advisors.
1
James R. Harlow
CRD#: 4585540
521 E. Morehead, Suite 510, Charlotte, NC 28202
96
Wealthminder
score

James Harlow (CRD# 4585540) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 13 years of experience in the finance industry.

2
Ashley E. Holland
CRD#: 5549130
521 E. Morehead, Suite 510, Charlotte, NC 28202
96
Wealthminder
score

Ashley Holland (CRD# 5549130) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 7 years of experience in the finance industry. Ashley Holland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Anne J. McPhail
CRD#: 4332831
521 East Morehead Street, Suite 510, Charlotte, NC 28202
96
Wealthminder
score

Anne McPhail (CRD# 4332831) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 16 years of experience in the finance industry. Anne McPhail has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Christopher T. Patton
CRD#: 1881523
521 E. Morehead, Suite 510, Charlotte, NC 28202
96
Wealthminder
score

Christopher Patton (CRD# 1881523) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 28 years of experience in the finance industry.

5
Brando L. Reyna
CRD#: 4853544
521 E. Morehead, Suite 510, Charlotte, NC 28202
96
Wealthminder
score

Brando Reyna (CRD# 4853544) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 13 years of experience in the finance industry.

6
Linda L. Walden
CRD#: 5788832
521 E. Morehead, Suite 510, Charlotte, NC 28202
96
Wealthminder
score

Linda Walden (CRD# 5788832) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 7 years of experience in the finance industry. Linda Walden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
John W. Wilks
CRD#: 5198708
521 E. Morehead, Suite 510, Charlotte, NC 28202
96
Wealthminder
score

John Wilks (CRD# 5198708) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 11 years of experience in the finance industry. John Wilks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
George P. Apperson
CRD#: 1362409
Greenville, SC
93
Wealthminder
score

George Apperson (CRD# 1362409) is an Investment Advisor Representative working at Novare Capital Management in Greenville, SC and has over 13 years of experience in the finance industry.

9
Cynthia H. Bernart
CRD#: 4726998
6525 Morrison Blvd., Suite 314, Charlotte, NC 28211
93
Wealthminder
score

Cynthia Bernart (CRD# 4726998) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 5 years of experience in the finance industry.

10
Brian A. Rudisill
CRD#: 2637448
521 E. Morehead, Suite 510, Charlotte, NC 28202
90
Wealthminder
score

Brian Rudisill (CRD# 2637448) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has 1 year of experience in the finance industry.

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