NOVARE CAPITAL MANAGEMENT
CRD #117949 SEC #801-61848 CHARLOTTE, NC 704-334-3698
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
23
Clients
26
Accounts
1,954
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.7B | $1.7B | $5.5M | 23 | 0 |
| Mar 2025 | $1.7B | $1.7B | $5.5M | 23 | 0 |
| Dec 2024 | $1.5B | $1.5B | $3M | 22 | 0 |
| Nov 2024 | $1.5B | $1.5B | $3M | 22 | 0 |
| Sep 2024 | $1.5B | $1.5B | $3M | 22 | 0 |
| Apr 2024 | $1.5B | $1.5B | $3M | 22 | 0 |
| Mar 2024 | $1.5B | $1.5B | $3M | 22 | 0 |
| Nov 2023 | $1.3B | $1.3B | $2.8M | 22 | 0 |
| Apr 2023 | $1.3B | $1.3B | $2.8M | 22 | 0 |
| Mar 2023 | $1.3B | $1.3B | $2.8M | 22 | 0 |
| Feb 2023 | $1.3B | $1.3B | $2.8M | 22 | 0 |
| Jun 2022 | $1.4B | $1.4B | $3.2M | 20 | 0 |
| Apr 2022 | $1.4B | $1.4B | $3.2M | 20 | 0 |
| Mar 2022 | $1.4B | $1.4B | $3.2M | 20 | 0 |
| Mar 2021 | $1.2B | $1.2B | $2.8M | 20 | 0 |
| Mar 2021 | $1.2B | $1.2B | $2.8M | 20 | 0 |
| Oct 2020 | $1.2B | $1.2B | $2.6M | 17 | 0 |
| Jun 2020 | $1.2B | $1.2B | $2.6M | 17 | 0 |
| Mar 2020 | $1.2B | $1.2B | $2.6M | 17 | 0 |
| Mar 2020 | $1.2B | $1.2B | $2.6M | 17 | 0 |
| Nov 2019 | $979M | $977M | $2M | 15 | 0 |
| Jun 2019 | $979M | $977M | $2M | 15 | 0 |
| Mar 2019 | $979M | $977M | $2M | 15 | 0 |
| May 2018 | $1.1B | $1.1B | $12.6M | 14 | 0 |
| Mar 2018 | $1.1B | $1.1B | $12.6M | 14 | 0 |
| Mar 2018 | $1.1B | $1.1B | $12.6M | 14 | 0 |
| Sep 2017 | $1B | $1B | $20M | 14 | 400 |
| Aug 2017 | $875.1M | $856.4M | $18.7M | 10 | 300 |
| Mar 2017 | $875.1M | $856.4M | $18.7M | 10 | 300 |
| Mar 2016 | $804.8M | $786.8M | $18.1M | 11 | 200 |
| Mar 2015 | $804.4M | $797.9M | $6.5M | 11 | 200 |
| Oct 2014 | $695.3M | $687.2M | $8.1M | 11 | 200 |
| Oct 2014 | $695.3M | $687.2M | $8.1M | 11 | 200 |
| Mar 2014 | $695.3M | $687.2M | $8.1M | 11 | 200 |
| Mar 2013 | $524.1M | $520.9M | $3.3M | 9 | 200 |
| Dec 2012 | $466.3M | $461.1M | $5.2M | 9 | 200 |
| Nov 2012 | $466.3M | $461.1M | $5.2M | 9 | 200 |
| Apr 2012 | $466.3M | $461.1M | $5.2M | 6 | 200 |
| Mar 2010 | $253.5M | $246.2M | $7.3M | 10 | -- |
| Mar 2007 | $160.2M | $155.1M | $5.1M | 5 | -- |
| Mar 2006 | $116M | $112.7M | $3.3M | 5 | -- |
| Oct 2005 | $91M | $87.1M | $3.9M | 5 | -- |
| Jan 2005 | $53.2M | $53.2M | $0 | 5 | -- |
DateAug 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.5M
Employees23
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.5M
Employees23
Clients0
DateDec 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$3M
Employees22
Clients0
DateNov 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$3M
Employees22
Clients0
DateSep 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$3M
Employees22
Clients0
DateApr 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$3M
Employees22
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$3M
Employees22
Clients0
DateNov 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.8M
Employees22
Clients0
DateApr 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.8M
Employees22
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.8M
Employees22
Clients0
DateFeb 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.8M
Employees22
Clients0
DateJun 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees20
Clients0
DateApr 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees20
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees20
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.8M
Employees20
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.8M
Employees20
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.6M
Employees17
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.6M
Employees17
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.6M
Employees17
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.6M
Employees17
Clients0
DateNov 2019
Total AUM$979M
Discretionary$977M
Non-Disc.$2M
Employees15
Clients0
DateJun 2019
Total AUM$979M
Discretionary$977M
Non-Disc.$2M
Employees15
Clients0
DateMar 2019
Total AUM$979M
Discretionary$977M
Non-Disc.$2M
Employees15
Clients0
DateMay 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.6M
Employees14
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.6M
Employees14
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.6M
Employees14
Clients0
DateSep 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$20M
Employees14
Clients400
DateAug 2017
Total AUM$875.1M
Discretionary$856.4M
Non-Disc.$18.7M
Employees10
Clients300
DateMar 2017
Total AUM$875.1M
Discretionary$856.4M
Non-Disc.$18.7M
Employees10
Clients300
DateMar 2016
Total AUM$804.8M
Discretionary$786.8M
Non-Disc.$18.1M
Employees11
Clients200
DateMar 2015
Total AUM$804.4M
Discretionary$797.9M
Non-Disc.$6.5M
Employees11
Clients200
DateOct 2014
Total AUM$695.3M
Discretionary$687.2M
Non-Disc.$8.1M
Employees11
Clients200
DateOct 2014
Total AUM$695.3M
Discretionary$687.2M
Non-Disc.$8.1M
Employees11
Clients200
DateMar 2014
Total AUM$695.3M
Discretionary$687.2M
Non-Disc.$8.1M
Employees11
Clients200
DateMar 2013
Total AUM$524.1M
Discretionary$520.9M
Non-Disc.$3.3M
Employees9
Clients200
DateDec 2012
Total AUM$466.3M
Discretionary$461.1M
Non-Disc.$5.2M
Employees9
Clients200
DateNov 2012
Total AUM$466.3M
Discretionary$461.1M
Non-Disc.$5.2M
Employees9
Clients200
DateApr 2012
Total AUM$466.3M
Discretionary$461.1M
Non-Disc.$5.2M
Employees6
Clients200
DateMar 2010
Total AUM$253.5M
Discretionary$246.2M
Non-Disc.$7.3M
Employees10
Clients--
DateMar 2007
Total AUM$160.2M
Discretionary$155.1M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2006
Total AUM$116M
Discretionary$112.7M
Non-Disc.$3.3M
Employees5
Clients--
DateOct 2005
Total AUM$91M
Discretionary$87.1M
Non-Disc.$3.9M
Employees5
Clients--
DateJan 2005
Total AUM$53.2M
Discretionary$53.2M
Non-Disc.$0
Employees5
Clients--