Firm profile

NOVUS ADVISORS

GREENVILLE, SCCRD 157908Latest ADV April 29, 2026

Novus Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenville, SC. Its latest Form ADV filing, dated April 29, 2026, reports $91M in regulatory assets under management, 5 employees, 1 office, and 377 accounts.

Assets Under Management
$91M
Employees
5
Offices
1 office
Total Clients
267
Primary office
GREENVILLE, SC
607 PENDLETON STREET, SUITE 101-B, GREENVILLE, SC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJennifer M. Belshe

Advisory services offered

3 types reported
Pension consulting services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 93.6% of total clients.
Top client categories% of clientsClients
1
Individuals
93.6%
250
2
HNWI
6.4%
17
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$91Mas of April 29, 2026
Discretionary65.0%
$59M
65% of total RAUM65.0%
Non-discretionary35.0%
$32M
35% of total RAUM35.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$91M
Total Accounts377
10Y AUM Change$-39M (-30.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee53:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.