Christopher T. Patton

NOVARE CAPITAL MANAGEMENT

CHARLOTTE, NC 28202

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CRD#: 1881523

Professional summary

Christopher Todd Patton is a registered financial advisor currently at NOVARE CAPITAL MANAGEMENT located in Charlotte, North Carolina.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Christopher has worked at 8 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Todd Patton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 28, 2007 - Present

NOVARE CAPITAL MANAGEMENT

Office #1: 521 E. Morehead Suite 510, Charlotte, NC 28202

RIA

CRD#: 117949

CHARLOTTE, NC

Past

October 18, 2005 - October 14, 2009

EASTOVER CAPITAL MANAGEMENT INC

RIA

CRD#: 105149

CHARLOTTE, NC

Past

December 31, 2001 - October 24, 2005

FISHER INVESTMENTS

RIA

CRD#: 107342

CHARLOTTE, NC

Past

March 15, 1999 - December 31, 2001

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

March 17, 1995 - February 26, 1999

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

May 12, 1989 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

CRD#: 2873

NEW YORK, NY

Past

May 12, 1989 - March 27, 1995

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

October 10, 1988 - March 22, 1989

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NOVARE CAPITAL MANAGEMENT

CRD#: 117949 / SEC#: 801-61848

RIA

Registered Investment Advisory firm - (2/26/2003 Approved)

Georgia

Registered Investment Advisory firm - (10/18/2005 Terminated)

North Carolina

Registered Investment Advisory firm - (10/18/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(8/28/2007)

IAR

Texas
(9/28/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/13/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/8/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/7/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/24/1996

Investment Company Products/Variable Contracts Principal Examination

Current Firm

NOVARE CAPITAL MANAGEMENT

CRD#: 117949 / SEC#: 801-61848

RIA

Registered Investment Advisory firm - (2/26/2003 Approved)

Georgia

Registered Investment Advisory firm - (10/18/2005 Terminated)

North Carolina

Registered Investment Advisory firm - (10/18/2005 Terminated)

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Contact information

Main Address

521 E. Morehead Suite 510, Charlotte, NC 28202

Mailing Address

Po Box 11369, Charlotte, NC 28220

Phone number

(704) 334-3698

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - NOVARE CAPITAL MANAGEMENT, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,954
AUM (Assets Under Management)	$ 1,723,889,710

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher T. Patton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Todd Patton's CRS (Customer Relationship Summary).

Certified licenses

Experience

EASTOVER CAPITAL MANAGEMENT INC

FISHER INVESTMENTS

USALLIANZ SECURITIES, INC.

WMA SECURITIES, INC.

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

MONY SECURITIES CORPORATION

THE VARIABLE ANNUITY MARKETING COMPANY

Primary Firm SEC Registration

NOVARE CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/2000

Series 63

Date: 6/8/1989

Series 6

Date: 10/7/1988

Series 26

Date: 5/24/1996

Current Firm

NOVARE CAPITAL MANAGEMENT

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOVARE CAPITAL MANAGEMENT

TRUST BUT VERIFY

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