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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 |
|---|---|---|---|
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-10 |
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