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Joseph Anthony Villaca

Knights Of Columbus Asset Advisors LLC

New Haven, CT

San Antonio, TX

CRD 8161738

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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
TX RA APPROVED 2025-10-10
  • TX RA
    APPROVED
    Since 2025-10-10

Branch Locations

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

10609 Ih 10 West Ste 205, San Antonio, TX 78230 • 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, Dougherty Agency San Antonio TX 09/2023 Present
Principle Auto Boerne TX 10/2019 09/2023
Toyota Of Boerne Boerne TX 07/2017 10/2019
The Atonement Academy San Antonio TX 08/2015 06/2017
Bjs Restaurant And Brewhouse San Antonio TX 10/2012 01/2017
Knights Of Columbus Asset Advisors Llc New Haven CT 09/2025 Present
  • 09/2023 → Present
    Knights Of Columbus Insurance, Dougherty Agency
    San Antonio, TX
  • 10/2019 → 09/2023
    Principle Auto
    Boerne, TX
  • 07/2017 → 10/2019
    Toyota Of Boerne
    Boerne, TX
  • 08/2015 → 06/2017
    The Atonement Academy
    San Antonio, TX
  • 10/2012 → 01/2017
    Bjs Restaurant And Brewhouse
    San Antonio, TX
  • 09/2025 → Present
    New Haven, CT
Other Businesses

Knights of Columbus Insurance, Dougherty Agency. Not investment related. The office address for the Dougherty agency is 10609 IH10 W Ste 205 San Antonio, TX 78230 The nature of the business is insurance: Life insurance, Long Term Care Insurance, Disability income insurance and retirement annuities. My position is Field insurance Agent My title is Field Agent I started with Knights of Columbus Insurance, dougherty agency September 2023 I work approximately 40 hours a week with Knights of Columbus Insurance. 27.5 of those hours are during securities trading hours I am a captive fraternal insurance agent with a protected territory consisting of 9 local councils, whose needs I provide for by selling and servicing insurance policies.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-10
  • S65 Uniform Investment Adviser Law Examination
    2025-10-10
Other Names
  • Joe Anthony Villaca
  • Joseph Villaca

View on SEC IAPD

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