Data / Investment advisers / South Carolina / Novus Advisors
Novus Advisors, Greenville, SC: $91.3 million AUM, SEC registered investment adviser
Novus Advisors is an SEC registered investment adviser with its main office in Greenville, South Carolina and reports $91.3 million in regulatory assets under management in its Form ADV filed April 29, 2026. Its clients include pension and profit sharing plans, individuals and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 157908
- SEC file number
- 801-78828
- SEC status
- Approved, effective November 19, 2013
- Legal name
- Novus Advisors, LLC
- Main office
- 607 Pendleton Street Suite 101-B, Greenville, SC 29601
- Phone
- (864) 272-3579
- Regulatory AUM
- $91,267,843 in the Form ADV filed April 29, 2026
- Discretionary AUM
- $59,338,134
- Non discretionary AUM
- $31,929,709
- Accounts
- 377
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | Fewer than 5 | $31.9 million |
| Individuals (other than high net worth individuals) | 250 | $31.3 million |
| High net worth individuals | 17 | $28.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $91.3 million | March 27, 2026 |
| December 1, 2025 | $202.9 million | June 17, 2025 |
Other advisers in Greenville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bca Private Wealth, Inc. | Greenville | $317.3 million | Not listed | adviserinfo.sec.gov |
| Trunorth Advisors | Greenville | $300.8 million | Not listed | adviserinfo.sec.gov |
| J. Freeman & Associates | Greenville | $175 million | Not listed | adviserinfo.sec.gov |
| Dba Big Money Retirement and Big Retirement | Greenville | $147.1 million | Not listed | adviserinfo.sec.gov |
| Taverik Capital, LLC | Greenville | $97.5 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenville, SC
- Investment advisers in South Carolina
- Advisers with $50 million to $100 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving individuals
- Novus Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.