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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2026-07-06 |
| OH | RA | APPROVED | 2021-06-21 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
4401 Rockside Road Suite 201, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 06/2015 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 05/2021 | Present |
Knights of Columbus Insurance; not investment related; 2310 Far Hills Ave Ste. 7, Dayton, OH 45419; General Agent; 05/01/2019 to Present as General Agent in Ohio; 120 hours per month devoted to this business; 6-8 hours devoted during security trading hours; insurance sales management and recruiting duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-16 |
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