NOVARE CAPITAL Overview
Novare Capital Management Llc is an investment advisor that manages 804.4 MM dollars in regulatory AUM and has 11 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 12/31/22. The fund's latest filing disclosed 848MM in positions, representing 105% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 12/31/22. The fund's latest filing disclosed 848MM in positions, representing 105% of the manager's regulatory AUM.
NOVARE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NOVARE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 4.88% | ETF | 4.32% | 0% | 0 | 36% | ||
| MSFT | 3.92% | Tech | 17.4% | -0.04% | 0 | 53% | ||
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FEATURED IN
NOVARE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William G. Baynard | Managing Member/Managing Director | December-1999 |
| Don E. Olmstead | Managing Member/Managing Director | December-1999 |
| John W. Wilks | Member/Director | January-2012 |
| Anne J. Mcphail | Member/Director | January-2012 |
| Linda L. Walden | Srvp/Chief Compliance Officer | March-2015 |
NOVARE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NOVARE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
In accordance with the Investment Plan, NCM will primarily invest in individual stocks and bonds, with much more limited use of third party money managers, ETFs, mutual funds, Master Limited Partnerships, preferred stocks and options. When appropriate for a client’s circumstances, alternative investments may also be utilized.
Methods of Analysis
In selecting individual stocks for an account, NCM generally applies traditional fundamental analysis including, without limitation, the following factors:
o Financial strength ratios; o Price-to-earnings ratios; o Dividend yields; and
o Growth rate-to-price earnings ratios
5
Mutual funds and ETFs are generally evaluated and selected based on a variety of factors, including, as applicable and without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and ...
Unlock Full Investment Process Description
In accordance with the Investment Plan, NCM will primarily invest in individual stocks and bonds, with much more limited use of third party money managers, ETFs, mutual funds, Master Limited Partnerships, preferred stocks and options. When appropriate for a client’s circumstances, alternative investments may also be utilized.
Methods of Analysis
In selecting individual stocks for an account, NCM generally applies traditional fundamental analysis including, without limitation, the following factors:
o Financial strength ratios; o Price-to-earnings ratios; o Dividend yields; and
o Growth rate-to-price earnings ratios
5
Mutual funds and ETFs are generally evaluated and selected based on a variety of factors, including, as applicable and without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and ...
Unlock Full Investment Process Description
NOVARE CAPITAL Portfolio Concentration
NOVARE CAPITAL Location
521 E. MOREHEAD
SUITE 510
CHARLOTTE, North Carolina
UNITED STATES, 28202
SUITE 510
CHARLOTTE, North Carolina
UNITED STATES, 28202
NOVARE CAPITAL Contact Information
Phone Number: 704-334-3698
Fax Number: 704-334-3339
Website: http://novarecapital.com/
Fax Number: 704-334-3339
Website: http://novarecapital.com/
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