Overview
Assets Under Management: $203 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Frequently Asked Questions
NOVUS ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157908), NOVUS ADVISORS, LLC is subject to fiduciary duty under federal law.
NOVUS ADVISORS, LLC is headquartered in GREENVILLE, SC.
NOVUS ADVISORS, LLC serves 50 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, NOVUS ADVISORS, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
NOVUS ADVISORS, LLC manages $203 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, NOVUS ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 617
Discretionary Accounts: 614
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 157908
Last Filing Date: 2025-02-28 00:00:00
Website: https://novusadvisors.com