firm
Novare Capital Management
CHARLOTTE, NC
CRD: 117949
In network coverage since September 9, 2026 · 1 story
$1.9BRegulatory AUMSEC Form ADV · Oct 17
23EmployeesForm ADV
Network coverage
The Tape
The wirehouse liftout turns inward
Merrill and UBS pulled $2.2 billion from Morgan Stanley and Wells Fargo in a week. Wirehouse private wealth units now recruit from one another.