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NOVARE CAPITAL MANAGEMENT, LLC

EIN 56-2170373-investment management-Latest filing 2025
Plans
1
Retirement
1
$5.2M assets
Welfare
0
Participants
22
521 E. MOREHEAD STREET, SUITE 510 - CHARLOTTE, NC 28202980-312-5280novarecapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$5.2M - 22 part

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Retirement#001

NOVARE CAPITAL MANAGEMENT, LLC 401(K) PSP

401k

Assets$5.2M
Participants22
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NOVARE CAPITAL MANAGEMENT, LLC 401(K) PSP401k$5.2M222025
Retirement plans
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