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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-29 |
| WI | RA | APPROVED | 2025-08-09 |
Branch Locations
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 Asset Advisors, Llc | New Haven | CT | 08/2025 | Present |
| Knights Of Columbus Insurance | New Haven | CT | 09/2020 | Present |
| Kobussen Buses, Inc. | Kaukauna | WI | 08/2015 | Present |
| Middleton-Cross Plains Area School District | Middleton | WI | 08/2010 | Present |
| Mad-City Limo | Madison | WI | 09/2014 | Present |
Knights of Columbus Insurance investment-related One Columbus Plaza; New Haven, CT 06510 Fraternal Insurance Company Field Agent 09/2020 80 hrs/month 40 hours during securities trading/ month protecting member-families with life, disability income and LTC insurance and fixed annuities. Middleton Area School District NOT investment-related 3180 Deming Way Middleton, WI 53562 Public School District Bus driver part time employee 8/1/2010 40 hours/month Sept-June 5 hrs/month Sept-June during securities trading I drive a regular morning route taking pupils to school and occasionally substitute in the afternoons. I also occasionally substitute driving bus for two contractors: Kobussen Buses; 4951 Cake Pkwy, DeForest, WI 53532 (since 08/2015) and Mad-City Limo as identified in employer above. Neither are investment related businesses, perhaps 15 hrs/month and 6 hrs/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-09 |
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