| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Jones McPhail Control | Member/Director | 5-10% | 2012 |
| Brando Lewis Reyna | Chief Investment Officer | Under 5% | 2023 |
| Christopher Todd Patton | Senior Vice President | Under 5% | 2019 |
Novare Capital Management reports $1.7 billion in regulatory assets under management on its Form ADV.
Novare Capital Management reports 23 employees.
Novare Capital Management is based in Charlotte, NC and has been SEC-registered since 2003.
Novare Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 521 E. Morehead, Suite 510, Charlotte, NC 28202 |
| Phone | 704-334-3698 |
| Fax | 704-334-3339 |
| Office hours | 8:00 a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1388409 |
| Discloses disciplinary history | No |
| Discretionary | $1.72B |
| Non-discretionary | $5.5M |
| Total (RAUM) | $1.72B |