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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2026-07-16 |
| FL | RA | APPROVED | 2025-11-13 |
| SC | RA | APPROVED | 2023-08-22 |
Branch Locations
100 Morgan Place Suite A, Summerville, SC 29485 • United States
One Columbus Plaza, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | Summerville | SC | 09/2017 | Present |
| Dak Americas | Moncks Corner | SC | 01/2015 | 08/2017 |
| Knights Of Columbus Asset Advisors | New Haven | CT | 05/2023 | Present |
Knights of Columbus Insurance Field Agent Non-Investment Related. Field Agent - Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 09/2017 45-50 hours per week. New Haven, CT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-22 |
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