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Employer firm

Knights Of Columbus Asset Advisors LLC CRD 174129

$30.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Knights Of Columbus Asset Advisors Llc

One Columbus Plaza, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-01
MO RA APPROVED 2021-05-27
  • IL RA
    APPROVED
    Since 2024-08-01
  • MO RA
    APPROVED
    Since 2021-05-27

Branch Locations

5055 Hwy N Suite 215, Cottleville, MO 63304 • United States

One Columbus Plaza, New Haven, CT 06510 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Knights Of Columbus Insurance St. Peter's MO 12/2019 Present
Knights Of Columbus Asset Advisors Llc Cottleville MO 05/2021 Present
Benefit Communication Insourcing Kansas City KS 10/2015 11/2019
  • 12/2019 → Present
    Knights Of Columbus Insurance
    St. Peter's, MO
  • 05/2021 → Present
    Cottleville, MO
  • 10/2015 → 11/2019
    Benefit Communication Insourcing
    Kansas City, KS
Other Businesses

Knights of Columbus Insurance 5055 Hwy N Suite 215 Cottleville, MO 63304 Approximately 30-40 hours per week

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-27
  • S65 Uniform Investment Adviser Law Examination
    2021-05-27

View on SEC IAPD

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