$91.3M Total AUM
$59.3M Disc. AUM
-19.0% 3Y CAGR
5 Employees
267 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Harbor harbor
- Established Date
- 09-01-2011
- Office Locations
- 2
Office Locations
607 Pendleton Street Suite 101-B Greenville SC
-- North Myrtle Beach SC
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.
Team overview
41 AVG AGE
$30.4M AVG AUM / ADVISOR
$341.8K AVG AUM / CLIENT
7.7 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Oak Vertex wave
Client Personas
Optima frontier Alpha ember
Custodian
Element matrix
Investment Themes
Prime Foundation Vector insight
Investment Vehicles
Vector Capital ember
Platform
Matrix
Services
Ember pioneer Oak timber Matrix radial Atlas Vital fusion Prime foundation
Technology
Vertex
Owner & Executives
J
JENNIFER MARIE BELSHE
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #5730000
- Ownership
- 50% but less than 75%
(379) 694-5281
vertex.delta@foundationcapital.com
in linkedin.com/in/alpha-alpha
C
CHRISTOPHER GEORGE CONNELLY
Principal
- CRD
- #4458247
- Ownership
- 50% but less than 75%
(729) 789-6730
insight.fusion@meridiancapital.com
in linkedin.com/in/harbor-insight
Showing 2 of 2 owners & executives
Unlock allContacts
DENIS JUDE KNAPSCHAEFER
Vice President
- CRD
- #2102133
(363) 931-1963
focus.element@radialcapital.com
in linkedin.com/in/zenith-zenith
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $91,267,843
Equity - Exchange:
21.9% Public Funds:
34.9% Cash:
43.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,655,898,907 | 21.9% |
| Public Funds | $2,638,852,597 | 34.9% |
| Cash | $3,266,430,722 | 43.2% |
| Total | $7,561,182,226 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL CREST BEACON | FUSION UNISON | XDER31W80 | XROT | 1.21% | $95,584,248 |
| GLACIER MATRIX | OAK VITAL | GG9ZCHCIZ | UUE | 4.80% | $19,471,897 |
| PATHWAY VALUE | FOCUS EAGLE | BWPLPGAC8 | TIUNI | 6.53% | $69,274,061 |
| TIMBER UNISON PEAK | ZENITH PRIME | F1E1FSCX2 | NRS | 7.79% | $15,439,000 |
| ALPHA PATHWAY | ELEMENT MATRIX | 5WBML9QT8 | OPDJL | 7.63% | $87,749,841 |
| ZENITH WAVE MATRIX | QUANTUM PEAK | PTS5IHFLC | EBG | 11.67% | $30,095,743 |
| MATRIX VALUE | VERTEX BEACON | D2802BQWP | ETG | 8.21% | $12,687,402 |
| MOMENTUM BRIDGE RADIAL | QUANTUM BEACON | CW7O1CPSA | WYH | 8.54% | $105,905,580 |