Novare Capital Management

Novare Capital Management (CRD# 117949) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,509,026,137 in 1,814 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
521 E. Morehead, Suite 510, Charlotte, NC 28202
https://www.linkedin.com/company/novare-capital-management
By the Numbers
  • Total Assets Under Management
    1,509
    MILLION
  • Total Number of Accounts
    1,814
    ACCOUNTS
  • Average Account Value
    $831,878
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, LA, MD, NC, NH, NY, OH, PA, SC, TN, TX, VA, WI

Financial Advisors at Novare Capital Management
Showing 1 - 10 of 12 top financial advisors.
1
Cynthia Bernart, financial advisor Charlotte NC
Cynthia H. Bernart
CRD#: 4726998
521 E. Morehead, Suite 510, Charlotte, NC 28202

Cynthia Bernart (CRD# 4726998) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 11 years of experience in the finance industry.

2
Charles Dann, financial advisor Charlotte NC
Charles A. Dann
CRD#: 6104755
521 E. Morehead, Suite 510, Charlotte, NC 28202

Charles Dann (CRD# 6104755) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 11 years of experience in the finance industry.

3
James Harlow, financial advisor Charlotte NC
James R. Harlow
CRD#: 4585540
521 E. Morehead, Suite 510, Charlotte, NC 28202

James Harlow (CRD# 4585540) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 19 years of experience in the finance industry.

4
Anne McPhail, financial advisor Charlotte NC
Anne J. McPhail
CRD#: 4332831
521 East Morehead Street, Suite 510, Charlotte, NC 28202

Anne McPhail (CRD# 4332831) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 22 years of experience in the finance industry.

5
John Menser, financial advisor Charlotte NC
John M. Menser
CRD#: 4950086
521 E. Morehead, Suite 510, Charlotte, NC 28202

John Menser (CRD# 4950086) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 17 years of experience in the finance industry.

6
Christopher Patton, financial advisor Charlotte NC
Christopher T. Patton
CRD#: 1881523
521 E. Morehead, Suite 510, Charlotte, NC 28202

Christopher Patton (CRD# 1881523) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 34 years of experience in the finance industry.

7
Brando Reyna, financial advisor Charlotte NC
Brando L. Reyna
CRD#: 4853544
521 E. Morehead, Suite 510, Charlotte, NC 28202

Brando Reyna (CRD# 4853544) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 19 years of experience in the finance industry.

8
Brian Rudisill, financial advisor Charlotte NC
Brian A. Rudisill
CRD#: 2637448
521 E. Morehead, Suite 510, Charlotte, NC 28202

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.

9
Linda Walden, financial advisor Charlotte NC
Linda L. Walden
CRD#: 5788832
521 E. Morehead, Suite 510, Charlotte, NC 28202

Linda Walden (CRD# 5788832) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 13 years of experience in the finance industry.

10
John Wilks, financial advisor Charlotte NC
John W. Wilks
CRD#: 5198708
521 E. Morehead, Suite 510, Charlotte, NC 28202

John Wilks (CRD# 5198708) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 17 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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