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 09/30/16. The fund's latest filing disclosed 382MM in positions, representing 48% of the manager's regulatory AUM.

NOVARE CAPITAL StockAlpha

-2.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NOVARE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 3.85% ETF 1.56% 0% 0 29%
EPD 2.72% Energy -6.74% -0.34% 0 13%
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FEATURED IN
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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 ...
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NOVARE CAPITAL Portfolio Concentration

NOVARE CAPITAL Location

521 E. MOREHEAD
SUITE 510
CHARLOTTE, North Carolina
UNITED STATES, 28202

NOVARE CAPITAL Contact Information

Phone Number: 704-334-3698
Fax Number: 704-334-3339
Website:

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