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Novus Advisors

Updated today

Client assets under management

$59,338,134

Clients

267

6% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

89

High

Average account size

$222,240

About

Novus Advisors works with individual clients — including high‑net‑worth households — as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities, providing discretionary and non‑discretionary asset management together with financial and retirement planning services. The firm’s portfolio management uses equities, fixed income, mutual funds and ETFs to implement tailored asset‑allocation strategies and periodic rebalancing.

The firm emphasizes fundamental analysis and active asset management, and may engage third‑party money managers to implement strategies when appropriate. Novus also offers ERISA‑related consulting and can provide both non‑discretionary 3(21) fiduciary advice and discretionary 3(38) investment manager services for retirement plans.

Compared with many peers, Novus discloses an affiliation with an insurance entity (Novus Wealth Management, LLC) and that licensed employees may receive commissions for sales of insurance products such as fixed‑indexed annuities, which the brochure identifies as a potential conflict of interest and notes clients may purchase such products elsewhere. The brochure also records a recent change in affiliations with another adviser and highlights the firm’s explicit procedures for ERISA plan oversight and the use of outside money managers, which affect how investment authority and fiduciary responsibilities are allocated.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Annuities Active portfolio management Tax-loss harvesting

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Fee options

Percentage

$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: .85% $5,000,001 - $10,000,000: .65% Over $10,000,000+: .5%

Commissions

Insurance commissions from sales of fixed-indexed annuities and other insurance products via affiliated insurance agency

Other

Fee-only: Asset management fees as per tiered schedule; Retirement plan advisory fees 0.25% to 1.10%

Main office location

Novus Advisors

607 Pendleton Street, Suite 101 B

Greenville SC 29601, United States

Number of offices

2

Most active in

Alabama · California · Connecticut · Florida · Georgia · Indiana · Louisiana · Maryland · Massachusetts · Nebraska · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jennifer B

Series 66

Greenville, SC

Novus Advisors

Jennifer Belshe is a financial advisor with Novus Advisors in Greenville, SC, holding a Series 66 designation and 15 years of industry experience. She has held roles at Lafayette Advisors, Novus Wealth Management, and Doc On Call, where she provides oversight and sales/marketing support for telehealth services. In addition to her advisory work, she is involved in insurance sales and administration of multiple employer plans. Novus Advisors manages approximately $203 million across 366 client relationships, offering discretionary and non-discretionary portfolio management, financial and retirement planning for individuals, trusts, estates, charitable and corporate entities, and retirement plans. The firm emphasizes fundamental analysis and employs mutual funds, ETFs, and individual securities, with options for third-party money manager delegation and ERISA-focused fiduciary consulting and investment management services.

Retirement plans for business owners (SEP, solo 401k) Annuities Active portfolio management Tax-loss harvesting
user avatar

Christopher C

Series 63, Series 66

Greenville, SC

Novus Advisors

Christopher Connelly is a financial advisor with Novus Advisors in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Novus Advisors since 2011 and previously held roles at Trustmont Advisory Group, Inc. and Trustmont Financial Group, Inc. Outside of his advisory work, Connelly is involved with Doc on Call, LLC, a telehealth and ancillary services business. Novus Advisors manages approximately $203 million across 366 client relationships, offering portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm uses fundamental analysis to build portfolios with mutual funds, ETFs, and individual securities and provides ERISA-focused fiduciary consulting and investment management services.

Retirement plans for business owners (SEP, solo 401k) Annuities Active portfolio management Tax-loss harvesting
user avatar

Denis K

CFP®, ChFC®, Series 63, Series 65

North Myrtle Beach, SC

Novus Advisors

Denis Knapschaefer is a CFP® and ChFC® with 28 years of experience in financial services. He has worked at Novus Advisors since 2022 and previously spent a decade at First Financial Wealth Management and over 25 years at First Financial Bank. Outside of his advisory role, he owns a duplex apartment unit in North Myrtle Beach as a personal investment. Novus Advisors manages approximately $203 million for around 366 clients, offering portfolio management and financial planning services for individuals, trusts, estates, and corporate entities. The firm uses fundamental analysis to construct portfolios with mutual funds, ETFs, and individual securities, and provides ERISA-focused fiduciary consulting and investment management.

Retirement plans for business owners (SEP, solo 401k) Annuities Active portfolio management Tax-loss harvesting
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