Novare Capital Management
Investment Management • 
Charlotte, North Carolina, United States • 11-20 Employees
Company overview
| Headquarters | 521 East Morehead Street, Suite 510, Charlotte, NC 28202, US |
| Phone number | +17043343339 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Charitable Planning, Cash Flow Planning, Trust & Estate Services, Customized Investment Management, Executive Stock Option Planning, Next Generation Education |
| Founded | 1999 |
| Employees | 11-20 |
| Socials |
Key Contacts at Novare Capital Management
Don Olmstead
Managing Director
Whit Wilks
Director
Anne Mcphail
Director
Bill Baynard
Managing Director
Novare Capital Management Email Formats
Novare Capital Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@novarecapital.com), used 79.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@novarecapital.com | 79.2% |
{last name}{last name} | doedoe@novarecapital.com | 16.7% |
{first name}{last name} | johndoe@novarecapital.com | 4.2% |
About Novare Capital Management
Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission. Our focus is to provide customized investment management and wealth management for individuals, foundations, trusts and corporations. Each portfolio we develop and manage considers your unique situation, risk tolerance and long-term goals. Our objective is to preserve, protect and grow assets through a detailed investment process focused on quality investments. We emphasize risk management and diversification through asset allocation. William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management in late 1999. They recognized a growing need within the market for an experienced team who could provide professional investment management expertise to individual investors. Their sound investment philosophy evolved from many years of business experience in the Capital Markets Division of a large financial institution. The Novare Capital team is comprised of dedicated professionals with advanced degrees such as CERTIFIED FINANCIAL PLANNER TM, Chartered Financial Analyst® and Chartered Financial Consultant® and a support staff whose top priority is to provide an unparalleled level of customer service. Novare Capital Management, LLC (NCM) is a Registered Investment Advisor (“RIA”) located in the State of North Carolina. NCM provides investment advisory services and related services for clients nationally. NCM will maintain all applicable registration and licenses as required by the various states in which NCM conducts business, as applicable. NCM renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Novare Capital Management revenue & valuation
| Annual revenue | $18,100,000 |
| Revenue per employee | $903,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $57,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Novare Capital Management has 8 employees across 5 departments.
Departments
Number of employees
Novare Capital Management Tech Stack
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