Novus Advisors LLC

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Assets, Funds, Holdings

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Novus Advisors LLC
CRD #157908
SEC #801-78828
CIK #0002042508
AUM $202.9 M (2025-06-17)
Employees 4 (75% Investors, 0% Brokers)
Phone864-272-3579
Address607 Pendleton Street
Greenville, SC 29601
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($M)
2502001501005002011201620212026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 3.4
Nvidia Corp 3.0
Global MOFY Metaverse Ltd 2.0
Amazon Com Inc 1.7
Apple Inc 0.8
SPDR Gold Trust 0.8
 
 
 
 
 
Holdings by Sector ($M)
1108866442202024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 316 41.1
(b) Individuals (high net worth individuals) 50 130.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 3 31.9
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 617 202.9
By Discretionary
Discretionary 614 171.1
Non-Discretionary 3 31.9
Total 617 202.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 202.9
Total 617 202.9
EDGAR Form CIK 2011 - 2025
13F-HR [0002042508]
Comparable Firms State AUM ($B)
Salus Financial Advisors LLC
0.2
Smart Portfolios LLC
WA 0.2
Emergent Wealth Advisors LLC
NY 0.2
XXI Wealth LLC
IL 0.2
Firstrust LLC
FL 0.2
SEEK First Inc
CA 0.2
ERISA Advisers Inc
TN 0.2
Tribeca Financial LLC
AZ 0.2
Forthright Family Wealth Advisory LLC
TX 0.2
Gallagher Capital Advisors LLC
0.2
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