Novus Advisors logo

Novus Advisors

Updated today

Client AUM

$59,338,134

Clients

267

Advisors

3

across 2 offices

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

See office

607 Pendleton Street, Suite 101 B

Greenville SC 29601

Advisors at this office

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

Also doing business as

Blue Star Wealth Management, LLC · Novus Advisors · Novus Advisors, LLC

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 credential and 16 years of industry experience. She has held roles at various firms including Lafayette Advisors and Novus Wealth Management. Outside of her advisory work, she is involved in telehealth services through Doc On Call, LLC. Novus Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary asset management and financial planning, using fundamental analysis and active asset management to implement tailored portfolio strategies.

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, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Novus Advisors since 2011. In addition to his advisory role, Connelly is involved in telehealth services through Doc on Call, LLC. Novus Advisors serves individual clients, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary asset management, financial planning, and retirement planning, emphasizing fundamental analysis, active asset management, and tailored asset-allocation strategies.

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 29 years of experience in the financial services industry. He is currently with Novus Advisors, where he has worked since 2022. Prior to that, he spent a combined 26 years with First Financial Bank and First Financial Wealth Management. Outside of his advisory role, he owns and manages a duplex apartment unit in North Myrtle Beach. Novus Advisors serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides both discretionary and non-discretionary asset management alongside financial and retirement planning, using fundamental analysis and active management to implement tailored asset allocation strategies.

Retirement plans for business owners (SEP, solo 401k) Annuities Active portfolio management Tax-loss harvesting
View complete list of advisors at this firm
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