Novare Capital Management
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 757
- Avg AUM / client
- $2.5M
- Accounts
- 2,075
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 317 | $127M | 6.63% |
| High net worth individuals | 440 | $1.7B | 90.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.1M | 0.26% |
| Charitable organizations | Fewer than 5 clients | $5.7M | 0.3% |
| Corporations and other businesses | Fewer than 5 clients | $46.8M | 2.44% |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roper, Jane, Elizabeth | Member | Feb 1999 (28y) | ≈ 6.25% – 25% via The Baymen Group, Llc | |
| Baynard, William, Girroir | Managing Member/Managing Director | Dec 1999 (27y) | 5% – 10% | |
| Olmstead, Don, Ellsworth | Managing Member/Managing Director | Dec 1999 (27y) | 25% – 50% | |
| Anne Jones Mcphail | Member/Director | CFP | Feb 2005 (21y) | 5% – 10% |
| Christopher Todd Patton | Senior Vice President | Aug 2007 (19y) | Less than 5% | |
| John Whitfield Wilks | Member/Director, Chief Compliance Officer | CFP | Nov 2009 (17y) | 10% – 25% |
| Linda Lathan Walden | Srvp | CFP | May 2010 (16y) | Less than 5% |
| Norris, Margaret, Joan | Chief Operating Officer | Jan 2022 (5y) | Less than 5% | |
| Brando Lewis Reyna | Chief Investment Officer | CFA | Jan 2023 (4y) | Less than 5% |
| Brian Alton Rudisill | Registered representative | CFA | Feb 2011 (16y) | |
| James Russell Harlow | Registered representative | CFA | Jun 2012 (14y) | |
| Cynthia Hall Bernart | Registered representative | CFP | Dec 2017 (9y) | |
| John Michael Menser | Registered representative | CFP | Sep 2019 (7y) | |
| Charles Alexander Dann | Registered representative | CFP | Feb 2021 (6y) | |
| Eric Richard Lockerman | Registered representative | Jul 2021 (5y) | ||
| Nicholas Robert Lloyd | Registered representative | CFA | May 2022 (4y) | |
| John Victor Ryan | Registered representative | CFP | Sep 2022 (4y) | |
| James States Lee Baynard | Registered representative | CFA | Mar 2023 (3y) | |
| Andrew Edward Fisher | Registered representative | Apr 2024 (2y) | ||
| Sophie Hanny Young | Registered representative | CFP | Jan 2025 (2y) | |
| Laura Lattimore Kido | Registered representative | CFP | Apr 2025 (1y) | |
| Cameron Dean Amos | Registered representative | CFP | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Baymen Group, Llc | Member/Direct Owner | Dec 1999 | A | 25% – 50% |
| Baynard (Jr), William Girroir | Member | May 1995 | B | ≈ 6.25% – 25% via The Baymen Group, Llc |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Roper, Jane, Elizabeth: 25% – 50% of The Baymen Group, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Baynard (Jr), William Girroir: 25% – 50% of The Baymen Group, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 922 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (94% of AUM) Jun 2026
- Raymond James $92.2M (9% of AUM) May 2018
- Capital Bank Wealth Management $80.3M (7% of AUM) May 2018
- Reliance Trust Company $15.4M (1% of AUM) May 2018
- Ameriprise Financial Services, Inc. $2.9M (0% of AUM) May 2018
- Wells Fargo $2.2M (0% of AUM) May 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗