John M. Menser

NOVARE CAPITAL MANAGEMENT

CHARLOTTE, NC 28202

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CRD#: 4950086

Professional summary

John Michael Menser, CFP® is a registered financial advisor currently at NOVARE CAPITAL MANAGEMENT located in Charlotte, North Carolina.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. John has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 4 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 John Michael Menser'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

September 16, 2019 - Present

NOVARE CAPITAL MANAGEMENT

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

RIA

CRD#: 117949

CHARLOTTE, NC

Past

May 4, 2017 - September 9, 2019

CONCORDE FINANCIAL RESOURCES

RIA

CRD#: 117836

WILKESBORO, NC

Past

March 8, 2017 - September 9, 2019

WESTMINSTER FINANCIAL SECURITIES, INC.

CRD#: 20677

WILKESBORO, NC

Past

August 31, 2009 - January 8, 2010

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

March 8, 2006 - July 11, 2008

E*TRADE SECURITIES LLC

CRD#: 29106

CHARLOTTE, NC

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
(9/16/2019)

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 66

Date: 4/26/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/28/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/8/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 12/23/2006

Registered Options 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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Firm Stability Insights

John M. Menser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Menser's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCORDE FINANCIAL RESOURCES

WESTMINSTER FINANCIAL SECURITIES, INC.

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

E*TRADE SECURITIES LLC

Primary Firm SEC Registration

NOVARE CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 4/26/2017

Series 63

Date: 4/28/2006

SIE

Date: 10/1/2018

Series 7

Date: 3/8/2017

Series 4

Date: 12/23/2006

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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