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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-1999
- Office Locations
- 2
Office Locations
About Novare Capital Management
Novare Capital Management is a Charlotte, NC-based RIA serving retail and institutional clients with financial planning and discretionary portfolio management, including retirement planning, estate and charitable planning, and insurance guidance. Portfolios emphasize asset allocation and risk management, with heavy use of ETFs and a meaningful fixed-income sleeve. Custody includes Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN WHITFIELD WILKS
Chief Compliance Officer, Director, MANAGING DIRECTOR, RELATIONSHIP MANAGER
- CRD
- #5198708
- Ownership
- 10% but less than 25%
WILLIAM GIRROIR BAYNARD
Co-founder, Founder, RELATIONSHIP MANAGER
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
Unlock allContacts
Cameron Dean Amos
AVP, Systems Coordinator
- CRD
- #8218396
JAMES STATES LEE BAYNARD
Vice President
- CRD
- #6870742
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,913,429,382 | $923,916 |
| Non-Discretionary | $3,719,295 | $929,824 |
| Total | $1,917,148,677 | $923,927 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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