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| Novus Advisors LLC
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|
|---|---|
| CRD # | 157908 |
| SEC # | 801-78828 |
| CIK # | |
| AUM | $174.7 MM (2023-03-22) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 864-272-3579 |
| Address | 607 Pendleton Street Greenville, SC 29601 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 39.4 |
| (b) Individuals (high net worth individuals) | 63 | 78.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 57.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 498 | 174.7 |
| By Discretionary | ||
| Discretionary | 468 | 105.7 |
| Non-Discretionary | 30 | 68.9 |
| Total | 498 | 174.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.7 | |
| Total | 498 | 174.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AFG Fiduciary Services Limited Partnership
✚
|
MA | 0.2 |
|
Values First Advisors Inc
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|
TN | 0.2 |
|
1492 Capital Management LLC
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|
WI | 0.2 |
|
Alchemi Wealth LLC
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|
CT | 0.2 |
|
Sutterfield Financial Group Inc
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|
OK | 0.2 |
|
The Aranda Group Advisors LLC
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|
PA | 0.2 |
|
Lantern Wealth Advisors LLC
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|
NY | 0.2 |
|
Kachkovsky & Fisher Inc
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|
CA | 0.2 |
|
Mendel Capital Management LLC
✚
|
AR | 0.2 |
|
Kensington Investment Counsel LLC
✚
|
CA | 0.2 |