A complete list of active advisors currently associated with Novare Capital Management
Warmer can help you find a great advisor at Novare Capital Management or one who fits your needs even better.
Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses and financial institutions. The firm offers comprehensive financial planning and both discretionary and non‑discretionary portfolio management, and may also access held‑away accounts through third‑party platforms at client direction. Portfolios are constructed from individual stocks and bonds, mutual funds, ETFs, alternative investments and options, guided by a client‑specific Investment Policy Statement and a set of proprietary strategies (including Core Equity, America’s Finest Companies®, Energy Infrastructure, ETF, and a U.S. credit strategy). Investment decisions are overseen by an investment committee that reviews individual securities frequently, portfolios at least quarterly, and uses third‑party artificial intelligence tools for research and risk monitoring while retaining human review and discretion. Distinctive features include the firm’s public presentation of performance results and advertised third‑party ratings, which is uncommon among similar team firms, and its stated use of AI tools as decision‑support. Novare also maintains an institutional relationship with Charles Schwab through Schwab Advisor Services and participates in the Schwab Advisor Network, receiving platform benefits and paying referral-related fees—arrangements the brochure discloses as potential conflicts of interest in custodial recommendations.
To learn more about the advisors currently working at Novare Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Novare Capital Management's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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