James Baynard
Novare Capital Management · Charlotte, North Carolina
James Baynard is a fee-only financial advisor at Novare Capital Management in Charlotte, North Carolina, who holds the CFA credential. James focuses on estate & legacy planning and family wealth transfer. Novare Capital Management reports charging a percentage of assets on its Form ADV.
Request an introduction to James →
Specialties
Who they serve
- Multi-generational families
- Pre-retirees
Facts
| Firm | Novare Capital Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.92B across 2,075 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC · CRD 6870742 |
| Exams passed | Series 63 (2017) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | novarecapital.com |
How James's firm compares
- Novare Capital Management's average account is about $924,000, from its Form ADV (assets managed divided by 2,075 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Baynard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Novare Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Novare Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is James Baynard based?
James Baynard is based in Charlotte, North Carolina.
What does James specialize in?
James's specialties include estate & legacy planning and family wealth transfer. James works with multi-generational families and pre-retirees.
What credentials does James Baynard hold?
James Baynard holds the CFA credential.
Is James Baynard registered with the SEC?
Yes. James Baynard is registered as an investment adviser representative in NC (CRD 6870742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Novare Capital Management manage?
Novare Capital Management reports $1.92B across 2,075 accounts in assets under management.
How do I contact James Baynard?
Through James's website, novarecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Novare Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.