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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
AZ RA APPROVED 2025-10-20
  • AZ RA
    APPROVED
    Since 2025-10-20

Branch Locations

Gilbert, AZ • United States

One Columbus Plaza, New Haven, CT 06510 • 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 Asset Advisors Llc New Haven CT 09/2025 Present
Knights Of Columbus Insurance New Haven CT 03/2017 Present
University Of California, Davis Davis CA 11/2014 01/2017
  • 09/2025 → Present
    New Haven, CT
  • 03/2017 → Present
    Knights Of Columbus Insurance
    New Haven, CT
  • 11/2014 → 01/2017
    University Of California, Davis
    Davis, CA
Other Businesses

Knights of Columbus Insurance 1 Columbus Plaza New Haven, CT 06510 Field Agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-01
  • S65 Uniform Investment Adviser Law Examination
    2025-10-01

View on SEC IAPD

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