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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2011
- Office Locations
- 2
Office Locations
About Novus Advisors
Novus Advisors is an investment advisory firm based in Greenville, SC serving retail and institutional clients, with a focus on entrepreneurs. The team provides financial planning, tax and estate planning, and portfolio construction/asset management, using ETFs and mutual funds with an asset-allocation and risk-management approach across equities and fixed income. Custody includes Schwab.
Reported data analysis
What the numbers show
Between June 17, 2025 and April 29, 2026, reported AUM decreased 55.0%, from $202.9M to $91.3M.
Across 5 reported observations, AUM decreased 44.5% between May 31, 2022 and April 29, 2026, from $164.4M to $91.3M.
Of the latest reported AUM, 65.0% is discretionary and 35.0% is non-discretionary.
The firm reports 3 advisory representatives and 267 clients, or 89 clients per representative. That equates to $341.8K in reported AUM per client.
The profile lists 2 reported office locations and 14 years in operation. The source data was last updated on April 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Novus Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JENNIFER MARIE BELSHE
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #5730000
- Ownership
- 50% but less than 75%
CHRISTOPHER GEORGE CONNELLY
Principal
- CRD
- #4458247
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DENIS JUDE KNAPSCHAEFER
Vice President
- CRD
- #2102133
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,338,134 | $157,814 |
| Non-Discretionary | $31,929,709 | $31,929,709 |
| Total | $91,267,843 | $242,090 |
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Separately Managed Accounts
SMA allocation detail is available
Novus Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Novus Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.