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Knights Of Columbus Asset Advisors LLC CRD 174129
$30.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-05 |
| NC | RA | APPROVED | 2023-08-04 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
4030 Wake Forest Road #300, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 06/2002 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 03/2021 | Present |
Knights of Columbus Insurance- non investment-related 4030 Wake Forest Rd #300 Raleigh, NC 27609 Main Office is in New Haven, CT Insurance Sales, General Agent 11/1/2010 start date- 40 hours per week Managing insurance agents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-04 |
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