Updated September 22, 2023
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Novare Capital Management

Investment Advisor Firm
Total assets under management$1.3B
Years in business25+

About Novare Capital Management

Novare Capital Management, founded in 1999 by William G. Baynard, Jr. and Don E. Olmstead, is a client-focused investment advisory firm dedicated to purpose-driven individuals. Their team of 23 professionals is passionate about building relationships and addressing individual financial needs.

Novare emphasizes a holistic approach to financial planning, collaborating with professionals like CPAs and estate planning attorneys to create comprehensive strategies. Each portfolio is tailored to individual goals, focusing on quality investments, risk management, and diversification.

Direct access to the firm ensures timely responses and online account access, providing clients with a private and confidential atmosphere. Tax efficiency is a core consideration to enhance long-term financial well-being.

Novare Capital prioritizes ethical business practices, transparency, and professional development. They operate as fiduciaries, legally bound to prioritize clients' interests. Registered with the SEC, they maintain open discussions on potential conflicts of interest and adhere to the ethical standards of CFP® and CFA designations.

Their commitment is to serve individuals and families by integrating personalized investment management with focused financial planning. Whether clients are planning for retirement, career changes, or family expansion, Novare collaborates to optimize wealth straightforwardly and comprehensively. With a personalized approach, they construct tax-efficient investment plans aligned with clients' unique goals and financial circumstances.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Fixed-Income Management
  2. Cash Flow and Retirement Planning
  3. Equity Strategies
  4. Trust and Estate Review
  5. Financial Education
  6. Alternative Investments

More about Novare Capital Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
11794917

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Pricing options

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