Summary
Novare Capital Management LLC
Founded in 1999
Description
We are an independent investment management firm that offers personalized investment and wealth management solutions to clients on their financial journey.
Strengths
- Revenue generated per employee is greater than industry average
Weaknesses
- Novare Capital Management LLC has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
- Since Novare Capital Management LLC was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Novare Capital Management LLC's annual revenue
$4099000
Based on Kona Equity data
-
Revenue per employee
$273267
-
Variance of revenue growth
0.41
-
Annual revenue growth since founding
$163960
-
Revenue growth rate from first known quarter to current
-42.7%
Employee Count
15 employees
-
Employee growth rate from first known quarter to current
-46.7%
Executives
Todd Patton
Senior Vice President
t**@novarecapital.comJacques Preez
Chief Operating Officer
j**@novarecapital.comAnne Mcphail
Director
a**@novarecapital.comSophie Samra
Service Team Associate
s**@novarecapital.comCindi Bernart
Senior Vice President
c**@novarecapital.comJennifer Barnes
Assistant VP, Systems Management
j**@novarecapital.comAlex Dann
Vice President, Relationship Manager
a**@novarecapital.comLinda Walden
Senior Vice President
l**@novarecapital.comShelley Butler
Assistant VP, Finance
s**@novarecapital.comBrando Reyna
Vice President
b**@novarecapital.comDon Olmstead
Managing Director
d**@novarecapital.comJohn Menser
To Office and Cell
j**@novarecapital.comBill Staton
Senior Director& Chief Optimist
b**@novarecapital.comWilliam Baynard
Managing Director
w**@novarecapital.comWhit Wilks
Director
w**@novarecapital.comBrian Rudisill
Senior Vice President
b**@novarecapital.comEric Lockerman
Service Advisor
e**@novarecapital.comJames Harlow
Senior Vice President
j**@novarecapital.comMitchell Poirier
Vice President
m**@novarecapital.comPeggy Moorhead
Office Administrator
p**@novarecapital.comG Score - 1
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G2 Income per employee more than industry average.
Location
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Key Information
- Name: Novare Capital Management LLC
- Category: Management consulting
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 523; 52
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By City Charlotte Small Financial Planner in Charlotte Mid-size Financial Planner in Charlotte Management consulting in Charlotte Small Management consulting in Charlotte Mid-size Management consulting in Charlotte
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By State NC Small companies in NC Management consulting in NC Small Management consulting in NC Mid-size Management consulting in NC Small Financial Planner in NC Mid-size Financial Planner in NC
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Management consulting and Financial Planner
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Firmographic data G Score of 1 Founded in 1999 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Novare Capital Management LLC's headquarters are located at 521 East Morehead St., Ste. 510 Charlotte, NC 28202.
Novare Capital Management LLC's official website is novarecapital.com
Novare Capital Management LLC's annual revenue is $4.1 M.
Novare Capital Management LLC's SIC: 6211; 621
Novare Capital Management LLC's NAICS: 523; 52.
Novare Capital Management LLC has 15 employees
Novare Capital Management LLC is in the industry of Management consulting.
