Nicholas Lloyd
Novare Capital Management · Charlotte, North Carolina
Nicholas Lloyd is a fee-only financial advisor at Novare Capital Management in Charlotte, North Carolina, who holds the CFA credential. Nicholas focuses on estate & legacy planning and family wealth transfer. Novare Capital Management reports charging a percentage of assets on its Form ADV.
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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 7093912 |
| Exams passed | Series 66 (2020) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | novarecapital.com |
How Nicholas's firm compares
- Novare Capital Management's average account is about $924,000, from its Form ADV (assets managed divided by 2,075 accounts).
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Questions about Nicholas
Is Nicholas Lloyd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas 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 Nicholas charge for financial advice?
Nicholas's firm, Novare Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Nicholas Lloyd based?
Nicholas Lloyd is based in Charlotte, North Carolina.
What does Nicholas specialize in?
Nicholas's specialties include estate & legacy planning and family wealth transfer. Nicholas works with multi-generational families and pre-retirees.
What credentials does Nicholas Lloyd hold?
Nicholas Lloyd holds the CFA credential.
Is Nicholas Lloyd registered with the SEC?
Yes. Nicholas Lloyd is registered as an investment adviser representative in NC (CRD 7093912), 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 Nicholas Lloyd?
Through Nicholas'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.
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