Novare Capital Management

Novare Capital Management, a North Carolina Limited Liability Company, is a team of 15 financial advisors with a registration date of Feb 26, 2003. While the number of clients they serve is unknown, their SEC status is listed as approved, indicating they have met the regulatory requirements to operate in the financial industry.

• ANNE JONES MCPHAIL

  MEMBER/DIRECTOR owns less than 5%

• CHRISTOPHER TODD PATTON

  SENIOR VICE PRESIDENT owns less than 5%

• DON ELLSWORTH OLMSTEAD

  MANAGING MEMBER/MANAGING DIRECTOR owns more than 25% but less than 50%

• JOHN WHITFIELD WILKS

  MEMBER/DIRECTOR owns more than 5% but less than 10%

• LINDA LATHAN WALDEN

  SRVP/CHIEF COMPLIANCE OFFICER owns less than 5%

• THE BAYMEN GROUP, LLC

  MEMBER/DIRECT OWNER owns more than 25% but less than 50%

• WILLIAM GIRROIR BAYNARD

  MANAGING MEMBER/MANAGING DIRECTOR owns more than 10% but less than 25%

• WILLIAM GURLEY STATON

  MEMBER/SENIOR DIRECTOR owns more than 5% but less than 10%

• JANE ELIZABETH ROPER

  MEMBER owns more than 25% but less than 50%

• WILLIAM GIRROIR BAYNARD (JR)

  MEMBER owns more than 50% but less than 75%

• HALE Partnership Capital Management LLC
• Linden Thomas Advisory Services LLC
• Carousel Capital Management Company LP
• Laurel Wealth Advisors LLC
• Octagon Asset Management LLC
• Sterling Capital Management LLC
• Defender Capital LLC
• Investor Advisory Group LLC
• OLD Well Partners LLC
• Fundamental Global Investors LLC

• The Rise and Fall of Novare Capital Management: A Q4 2022 vs. Q1 2023 Holdings Comparison