Co-Founder, Relationship Manager, and Cheif Executive Officer · Novare Capital Management
William G. Baynard
CRD 1922269 · 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 William G. Baynard on its Form ADV as Co-Founder, Relationship Manager, and Cheif Executive Officer, a control person.
Firms and roles
- Novare Capital ManagementCo-Founder, Relationship Manager, and Cheif Executive OfficerWealth manager · Charlotte, NC · $1.9B in regulatory assets
AtlasMembers
William’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John W. WilksManaging Director, Chief Compliance Officer, and Relationship Manager, Novare Capital Management
- Anne J. McPhailManaging Director 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 William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.