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NOVUS ADVISORS
Legal name: NOVUS ADVISORS, LLC
CRD 157908File 801-78828
APPROVED
Retail clients
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$91.3M
Bottom 25% of cohort (national)
Discretionary AUM
$59.3M
Non-discretionary $31.9M
Clients
267
377 accounts
Employees
5
Bottom 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 19, 2013
- Principal office
- 607 PENDLETON STREET, SUITE 101-B, GREENVILLE, SC, 29601
- Phone
- 864-272-3579
- Website
- HTTP://WWW.NOVUSADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $91.3M
- Discretionary AUM
- $59.3M
- Non-discretionary AUM
- $31.9M
- Discretionary accounts
- 376
- Non-discretionary accounts
- 1
- Total accounts
- 377
- AUM per client
- $342K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $28.1M |
| Pension and profit sharing plans | Fewer than 5 | $31.9M |
| Individuals (other than high net worth individuals) | 250 | $31.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 369 | 267 | decreased by102 |
| Apr 1, 2026 | AUM | $202,942,595 | $91,267,843 | decreased by$111,674,752 |
| Apr 1, 2026 | Accounts | 617 | 377 | decreased by240 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 184 | 369 | increased by185 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $164,433,288 | $202,942,595 | increased by$38,509,307 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 320 | 617 | increased by297 |
| Apr 1, 2022 | Clients | 225 | 184 | decreased by41 |
| Apr 1, 2022 | AUM | $182,790,259 | $164,433,288 | decreased by$18,356,971 |
| Apr 1, 2022 | Accounts | 356 | 320 | decreased by36 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NOVUS ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NOVUS ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.