# NOVARE CAPITAL MANAGEMENT

NOVARE CAPITAL MANAGEMENT of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 117949
- Type: SEC-registered investment adviser
- SEC file number: 801-61848
- Location: 2825 SOUTH BOULEVARD, SUITE 440, CHARLOTTE, NC, 28203
- Phone: 704-334-3698
- Latest filing: 2026-06-17
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $3.7M
- Clients: 23
- Accounts: 2,075

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| William Girroir Baynard | CO-FOUNDER, RELATIONSHIP MANAGER, AND CHEIF EXECUTIVE OFFICER; MANAGING MEMBER/MANAGING DIRECTOR; MEMBER | — |
| Don Ellsworth Olmstead | MANAGING MEMBER/MANAGING DIRECTOR; SILENT INVESTOR | — |
| John Whitfield Wilks | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, AND RELATIONSHIP MANAGER; MEMBER/DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| Anne Jones Mcphail | MANAGING DIRECTOR AND RELATIONSHIP MANAGER; MEMBER/DIRECTOR | — |
| Jane Elizabeth Roper | MEMBER | — |
| Linda Lathan Walden | DIRECTOR AND RELATIONSHIP MANAGER; SRVP | — |
| Christopher Todd Patton | DIRECTOR AND RELATIONSHIP MANAGER; SENIOR VICE PRESIDENT | — |
| Brando Lewis Reyna | CHIEF INVESTMENT OFFICER | — |
| Margaret Joan Norris | CHIEF OPERATING OFFICER | — |
| BAYNARD WILLIAM GIRROIR | MANAGING DIRECTOR; MANAGING MEMBER/MANAGING DIRECTOR; MEMBER | — |
| OLMSTEAD DON ELLSWORTH | MANAGING DIRECTOR; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/MANAGING DIRECTOR (+1 more) | — |
| STATON WILLIAM GURLEY | MEMBER/SENIOR DIRECTOR | — |
| BASS MARK FITZGERALD | MANAGING DIRECTOR | — |
| WILKS JOHN WHITFIELD | DIRECTOR; MEMBER/DIRECTOR; MEMBER/DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| MCPHAIL ANNE JONES | DIRECTOR; MEMBER/DIRECTOR | — |
| ROPER JANE ELIZABETH | MEMBER | — |
| WALDEN LINDA LATHAN | SRVP; SRVP/CHIEF COMPLIANCE OFFICER | — |
| PATTON CHRISTOPHER TODD | SENIOR VICE PRESIDENT | — |
| REYNA BRANDO LEWIS | CHIEF INVESTMENT OFFICER | — |
| NORRIS MARGARET JOAN | CHIEF OPERATING OFFICER | — |
| Norris Margaret | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117949/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117949/similar
- Related entities: https://search.stillhousedata.com/firm/117949/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117949

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.