Novare Capital Management is an investment advisor in Charlotte with $1.41 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
562170373
SEC advisor number
801-61848
FINRA CRD number
117949
AUM ?
$1.51 bn
(as of 19 Apr 24)
Accounts
1,814
(as of 19 Apr 24)
Employees
22
(17 investment advisory or research)
Address
Novare Capital Management
521 EAST MOREHEAD STREET
SUITE 510
CHARLOTTE
NC 28202
521 EAST MOREHEAD STREET
SUITE 510
CHARLOTTE
NC 28202
Phone
704 334 3698
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21