SourcingSourcing

NOVUS ADVISORS, LLC

B55
CRD 157908·SEC 801-78828·GREENVILLE, SC
AUM
$91.3M
$25M-$100M
Est. Revenue
$913K
@ 1% on AUM
Est. EBITDA
$274K
@ 30% margin
Est. Deal Value
$2.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NOVUS ADVISORS, LLC
CRD
157908
SEC file #
801-78828
EIN
800717897
DBA names
Novus Advisors

Economics

AUM
$91.3M
AUM band
$25M-$100M
AUM trajectory
'20'26
$181.6M → $91.3M▼ -50%
Client mix
Individuals Other250
Individuals High Net Worth17

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
GREENVILLE SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
instagram.com/novusadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BELSHE, JENNIFER, MARIE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BELSHE, JENNIFER, MARIE
CONNELLY, CHRISTOPHER, GEORGE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:novus.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
6
Form 5500 Total Compensation
272,809
Form 5500 Compensation Trajectory 3y
2025228,626
202644,183
Form 5500 Plan Count Trajectory 3y
20255
20261
Schedule C Total Compensation
272,809
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Cik
0002042508
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-07
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001754960-26-000339

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
607 PENDLETON STSUITE 101-BGREENVILLE, SC 29601
Business
607 PENDLETON STSUITE 101-BGREENVILLE, SC 29601
Edgar EIN
800717897
Edgar Recent Filings
13F-HR2026-04-28 · 0001754960-26-000339
13F-HR2026-02-13 · 0001754960-26-000171
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5730000
Trust Company Affiliate
No

People (3)

3
BELSHE, JENNIFER, MARIE
IAR · Direct Owner · 62.5%
5730000
CONNELLY, CHRISTOPHER, GEORGE
IAR · Direct Owner · 62.5%
4458247
DENIS JUDE KNAPSCHAEFER
IAR
2102133