NOVEM GROUP
CRD #158964 SEC #801-72741 ROCHESTER, NY 585-348-9525
SEC Registered
Total AUM
$1.4B
Discretionary
$1.2B
Employees
52
Clients
--
Accounts
5,074
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.4B | $1.2B | $245.1M | 52 | 4 |
| Oct 2025 | $1.4B | $1.2B | $245.1M | 52 | 4 |
| Jul 2025 | $1.4B | $1.2B | $245.1M | 52 | 4 |
| Mar 2025 | $1.4B | $1.2B | $245.1M | 52 | 4 |
| Dec 2024 | $1.2B | $915.8M | $254.8M | 50 | 17 |
| Mar 2024 | $1.2B | $915.8M | $254.8M | 50 | 17 |
| Sep 2023 | $1.1B | $822M | $250.7M | 57 | 4 |
| Mar 2023 | $1.1B | $822M | $250.7M | 57 | 4 |
| Jan 2023 | $1.1B | $857.3M | $282M | 58 | 18 |
| Dec 2022 | $1.1B | $857.3M | $282M | 58 | 18 |
| Oct 2022 | $1.1B | $857.3M | $282M | 58 | 18 |
| Aug 2022 | $1.1B | $857.3M | $282M | 58 | 18 |
| Mar 2022 | $1.1B | $857.3M | $282M | 58 | 18 |
| Jun 2021 | $832.4M | $599.5M | $232.9M | 49 | 10 |
| Mar 2021 | $832.4M | $599.5M | $232.9M | 49 | 10 |
| Jun 2020 | $733.6M | $522.7M | $210.9M | 45 | 20 |
| Mar 2020 | $733.6M | $522.7M | $210.9M | 45 | 20 |
| Oct 2019 | $599.3M | $408.1M | $191.2M | 45 | 20 |
| Oct 2019 | $599.3M | $408.1M | $191.2M | 45 | 20 |
| Jul 2019 | $599.3M | $408.1M | $191.2M | 45 | 20 |
| Mar 2019 | $599.3M | $408.1M | $191.2M | 45 | 20 |
| Mar 2019 | $634.8M | $428.5M | $206.3M | 42 | 5 |
| Mar 2018 | $634.8M | $428.5M | $206.3M | 42 | 5 |
| Jun 2017 | $518.7M | $388.9M | $129.9M | 42 | 1,300 |
| May 2017 | $518.7M | $388.9M | $129.9M | 42 | 1,300 |
| Apr 2017 | $518.7M | $388.9M | $129.9M | 42 | 1,300 |
| Mar 2017 | $518.7M | $388.9M | $129.9M | 42 | 1,300 |
| Mar 2017 | $388.9M | $265.7M | $123.1M | 38 | 1,000 |
| Mar 2016 | $388.9M | $265.7M | $123.1M | 38 | 1,000 |
| Jan 2016 | $299M | $214.3M | $84.7M | 32 | 900 |
| Nov 2015 | $299M | $214.3M | $84.7M | 32 | 900 |
| May 2015 | $299M | $214.3M | $84.7M | 32 | 900 |
| Apr 2015 | $299M | $214.3M | $84.7M | 31 | 900 |
| Mar 2015 | $299M | $214.3M | $84.7M | 31 | 900 |
| Jan 2015 | $115.3M | $46.9M | $68.4M | 18 | 100 |
| Jan 2015 | $115.3M | $46.9M | $68.4M | 18 | 100 |
| Jan 2015 | $115.3M | $46.9M | $68.4M | 16 | 100 |
| Jan 2015 | $115.3M | $46.9M | $68.4M | 16 | 100 |
| Jan 2015 | $115.3M | $46.9M | $68.4M | 16 | 100 |
| Dec 2014 | $115.3M | $46.9M | $68.4M | 14 | 100 |
| Nov 2014 | $115.3M | $46.9M | $68.4M | 14 | 100 |
| Nov 2014 | $115.3M | $46.9M | $68.4M | 14 | 100 |
| Nov 2014 | $115.3M | $46.9M | $68.4M | 13 | 100 |
| Nov 2014 | $115.3M | $46.9M | $68.4M | 13 | 100 |
| Nov 2014 | $115.3M | $46.9M | $68.4M | 13 | 100 |
| Oct 2014 | $115.3M | $46.9M | $68.4M | 13 | 100 |
| Aug 2014 | $115.3M | $46.9M | $68.4M | 11 | 100 |
| Aug 2014 | $115.3M | $46.9M | $68.4M | 11 | 100 |
| Jul 2014 | $115.3M | $46.9M | $68.4M | 11 | 100 |
| May 2014 | $115.3M | $46.9M | $68.4M | 11 | 100 |
| Apr 2014 | $115.3M | $46.9M | $68.4M | 11 | 100 |
| Apr 2014 | $115.3M | $46.9M | $68.4M | 11 | 100 |
| Mar 2014 | $115.3M | $46.9M | $68.4M | 11 | 100 |
| Jan 2014 | $164.3M | $30.7M | $133.7M | 12 | 111 |
| Jan 2014 | $164.3M | $30.7M | $133.7M | 12 | 111 |
| Aug 2013 | $164.3M | $30.7M | $133.7M | 12 | 111 |
| Aug 2013 | $121M | $120.3M | $710.9K | 10 | 111 |
| May 2013 | $121M | $120.3M | $710.9K | 10 | 111 |
| May 2013 | $121M | $120.3M | $710.9K | 9 | 111 |
| May 2013 | $121M | $120.3M | $710.9K | 9 | 111 |
| Mar 2013 | $121M | $120.3M | $710.9K | 9 | 111 |
| Mar 2013 | $121M | $120.3M | $710.9K | 9 | 111 |
| Feb 2013 | $104.2M | $1.1M | $103.1M | 5 | 0 |
| Mar 2012 | $104.2M | $1.1M | $103.1M | 1 | 0 |
| Mar 2012 | $104.2M | $1.1M | $103.1M | 1 | 0 |
| Jan 2012 | $104.2M | $1.1M | $103.1M | 1 | 0 |
| Jan 2012 | $0 | $0 | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$245.1M
Employees52
Clients4
DateOct 2025
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$245.1M
Employees52
Clients4
DateJul 2025
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$245.1M
Employees52
Clients4
DateMar 2025
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$245.1M
Employees52
Clients4
DateDec 2024
Total AUM$1.2B
Discretionary$915.8M
Non-Disc.$254.8M
Employees50
Clients17
DateMar 2024
Total AUM$1.2B
Discretionary$915.8M
Non-Disc.$254.8M
Employees50
Clients17
DateSep 2023
Total AUM$1.1B
Discretionary$822M
Non-Disc.$250.7M
Employees57
Clients4
DateMar 2023
Total AUM$1.1B
Discretionary$822M
Non-Disc.$250.7M
Employees57
Clients4
DateJan 2023
Total AUM$1.1B
Discretionary$857.3M
Non-Disc.$282M
Employees58
Clients18
DateDec 2022
Total AUM$1.1B
Discretionary$857.3M
Non-Disc.$282M
Employees58
Clients18
DateOct 2022
Total AUM$1.1B
Discretionary$857.3M
Non-Disc.$282M
Employees58
Clients18
DateAug 2022
Total AUM$1.1B
Discretionary$857.3M
Non-Disc.$282M
Employees58
Clients18
DateMar 2022
Total AUM$1.1B
Discretionary$857.3M
Non-Disc.$282M
Employees58
Clients18
DateJun 2021
Total AUM$832.4M
Discretionary$599.5M
Non-Disc.$232.9M
Employees49
Clients10
DateMar 2021
Total AUM$832.4M
Discretionary$599.5M
Non-Disc.$232.9M
Employees49
Clients10
DateJun 2020
Total AUM$733.6M
Discretionary$522.7M
Non-Disc.$210.9M
Employees45
Clients20
DateMar 2020
Total AUM$733.6M
Discretionary$522.7M
Non-Disc.$210.9M
Employees45
Clients20
DateOct 2019
Total AUM$599.3M
Discretionary$408.1M
Non-Disc.$191.2M
Employees45
Clients20
DateOct 2019
Total AUM$599.3M
Discretionary$408.1M
Non-Disc.$191.2M
Employees45
Clients20
DateJul 2019
Total AUM$599.3M
Discretionary$408.1M
Non-Disc.$191.2M
Employees45
Clients20
DateMar 2019
Total AUM$599.3M
Discretionary$408.1M
Non-Disc.$191.2M
Employees45
Clients20
DateMar 2019
Total AUM$634.8M
Discretionary$428.5M
Non-Disc.$206.3M
Employees42
Clients5
DateMar 2018
Total AUM$634.8M
Discretionary$428.5M
Non-Disc.$206.3M
Employees42
Clients5
DateJun 2017
Total AUM$518.7M
Discretionary$388.9M
Non-Disc.$129.9M
Employees42
Clients1,300
DateMay 2017
Total AUM$518.7M
Discretionary$388.9M
Non-Disc.$129.9M
Employees42
Clients1,300
DateApr 2017
Total AUM$518.7M
Discretionary$388.9M
Non-Disc.$129.9M
Employees42
Clients1,300
DateMar 2017
Total AUM$518.7M
Discretionary$388.9M
Non-Disc.$129.9M
Employees42
Clients1,300
DateMar 2017
Total AUM$388.9M
Discretionary$265.7M
Non-Disc.$123.1M
Employees38
Clients1,000
DateMar 2016
Total AUM$388.9M
Discretionary$265.7M
Non-Disc.$123.1M
Employees38
Clients1,000
DateJan 2016
Total AUM$299M
Discretionary$214.3M
Non-Disc.$84.7M
Employees32
Clients900
DateNov 2015
Total AUM$299M
Discretionary$214.3M
Non-Disc.$84.7M
Employees32
Clients900
DateMay 2015
Total AUM$299M
Discretionary$214.3M
Non-Disc.$84.7M
Employees32
Clients900
DateApr 2015
Total AUM$299M
Discretionary$214.3M
Non-Disc.$84.7M
Employees31
Clients900
DateMar 2015
Total AUM$299M
Discretionary$214.3M
Non-Disc.$84.7M
Employees31
Clients900
DateJan 2015
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees18
Clients100
DateJan 2015
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees18
Clients100
DateJan 2015
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees16
Clients100
DateJan 2015
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees16
Clients100
DateJan 2015
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees16
Clients100
DateDec 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees14
Clients100
DateNov 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees14
Clients100
DateNov 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees14
Clients100
DateNov 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees13
Clients100
DateNov 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees13
Clients100
DateNov 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees13
Clients100
DateOct 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees13
Clients100
DateAug 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees11
Clients100
DateAug 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees11
Clients100
DateJul 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees11
Clients100
DateMay 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees11
Clients100
DateApr 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees11
Clients100
DateApr 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees11
Clients100
DateMar 2014
Total AUM$115.3M
Discretionary$46.9M
Non-Disc.$68.4M
Employees11
Clients100
DateJan 2014
Total AUM$164.3M
Discretionary$30.7M
Non-Disc.$133.7M
Employees12
Clients111
DateJan 2014
Total AUM$164.3M
Discretionary$30.7M
Non-Disc.$133.7M
Employees12
Clients111
DateAug 2013
Total AUM$164.3M
Discretionary$30.7M
Non-Disc.$133.7M
Employees12
Clients111
DateAug 2013
Total AUM$121M
Discretionary$120.3M
Non-Disc.$710.9K
Employees10
Clients111
DateMay 2013
Total AUM$121M
Discretionary$120.3M
Non-Disc.$710.9K
Employees10
Clients111
DateMay 2013
Total AUM$121M
Discretionary$120.3M
Non-Disc.$710.9K
Employees9
Clients111
DateMay 2013
Total AUM$121M
Discretionary$120.3M
Non-Disc.$710.9K
Employees9
Clients111
DateMar 2013
Total AUM$121M
Discretionary$120.3M
Non-Disc.$710.9K
Employees9
Clients111
DateMar 2013
Total AUM$121M
Discretionary$120.3M
Non-Disc.$710.9K
Employees9
Clients111
DateFeb 2013
Total AUM$104.2M
Discretionary$1.1M
Non-Disc.$103.1M
Employees5
Clients0
DateMar 2012
Total AUM$104.2M
Discretionary$1.1M
Non-Disc.$103.1M
Employees1
Clients0
DateMar 2012
Total AUM$104.2M
Discretionary$1.1M
Non-Disc.$103.1M
Employees1
Clients0
DateJan 2012
Total AUM$104.2M
Discretionary$1.1M
Non-Disc.$103.1M
Employees1
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0