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NOVARE CAPITAL MANAGEMENT

SEC Form ADV profile.

Total regulatory AUM
$1,917,148,677
Discretionary
$1,913,429,382
Non-discretionary
$3,719,295

Firm details

CRD number
117949
SEC file number
801-61848
Main office
CHARLOTTE, NC, United States
Employees
23
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.