Novus Advisors LLC

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Assets, Funds, Holdings

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Novus Advisors LLC
CRD #157908
SEC #801-78828
CIK #
AUM $211.8 MM (2024-03-26)
Employees 7 (71% Investors, 0% Brokers)
Phone864-272-3579
Address607 Pendleton Street
Greenville, SC 29601
Source [IAPD] [Website] [Facebook] [Instagram]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 259 33.5
(b) Individuals (high net worth individuals) 62 113.0
(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 0 65.3
(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 559 211.8
By Discretionary
Discretionary 534 132.3
Non-Discretionary 25 79.5
Total 559 211.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 211.8
Total 559 211.8
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NY 0.2
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CA 0.2
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FL 0.2
Invera Wealth Advisors LLC
OR 0.2
Viawealth LLC
KS 0.2
Colin Bruce Ted
CA 0.2
Mendel Capital Management LLC
AR 0.2
Sortino Advisory Partners LLC
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AIFG Consultants Ltd
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Kachkovsky & Fisher Inc
CA 0.2
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