Novare Capital Management

Novare Capital Management (CRD# 117949) is a financial advisory firm headquartered in Charlotte, NC. They manage $804,838,051 in 989 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    805
    MILLION
  • Total Number of Accounts
    989
    ACCOUNTS
  • Average Account Value
    $813,790
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
  • 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.

FL, GA, NC, SC, VA

Financial Advisors at Novare Capital Management
Showing 1 - 8 of 8 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 12 years of experience in the finance industry.

2
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 15 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.

3
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 27 years of experience in the finance industry.

4
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 10 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.

5
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 11 years of experience in the finance industry.

6
Ashley E. Holland
CRD#: 5549130
521 E. Morehead, Suite 510, Charlotte, NC 28202
93
Wealthminder
score

Ashley Holland (CRD# 5549130) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 5 years of experience in the finance industry.

7
Linda L. Walden
CRD#: 5788832
521 E. Morehead, Suite 510, Charlotte, NC 28202
93
Wealthminder
score

Linda Walden (CRD# 5788832) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 6 years of experience in the finance industry.

8
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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