Managing Director and Relationship Manager · Novare Capital Management
Anne J. McPhail
CRD 4332831 · Named on Form ADV at one SEC-registered adviser
At a glance
Novare Capital Management, an SEC-registered wealth manager based in Charlotte, NC with $1.9 billion in regulatory assets, lists Anne J. McPhail on its Form ADV as Managing Director and Relationship Manager, a control person.
Firms and roles
- Novare Capital ManagementManaging Director and Relationship ManagerWealth manager · Charlotte, NC · $1.9B in regulatory assets
AtlasMembers
Anne’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- William G. BaynardCo-Founder, Relationship Manager, and Cheif Executive Officer, Novare Capital Management
- John W. WilksManaging Director, Chief Compliance Officer, and Relationship Manager, Novare Capital Management
- Linda L. WaldenDirector and Relationship Manager, Novare Capital Management
- Christopher T. PattonDirector and Relationship Manager, Novare Capital Management
- Margaret J. NorrisChief Operating Officer, Novare Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.