Greenville, SC Office
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Novus Advisors
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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.
Based on Novus Advisors
Expertise
Based on Novus Advisors
Location
607 Pendleton Street, Suite 101 B
Greenville SC 29601
Advisors at this office
3
Advisors at this office
Jennifer B
Series 66
Greenville, SC
Novus Advisors
Jennifer Belshe is a financial advisor at Novus Advisors with 16 years of industry experience. She holds a Series 66 designation and has held roles at Lafayette Advisors, Novus Wealth Management, Novus Advisors, and Trustmont Advisory Group. Outside of advising, she serves as a principal in Doc On Call, a telehealth services business. 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 employs fundamental analysis and active management with equities, fixed income, mutual funds, and ETFs to tailor asset allocation and provides ERISA-related consulting and fiduciary services.
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.
Yvette F
Series 65, Series 66
Greenville, SC
Novus Advisors
Yvette Fuelling is an advisor with Novus Advisors in Greenville, SC, holding Series 65 and Series 66 credentials. She has one year of industry experience, including prior roles at Osgood Bank and Citizens National Bank. Outside of finance, she has been involved with En Pointe Dance Studio for over a decade. Novus Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary asset management alongside financial and retirement planning, employing active asset management and fundamental analysis with a focus on tailored asset-allocation strategies.
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