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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 2025-10-15
  • AZ RA
    APPROVED
    Since 2025-10-15

Branch Locations

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

Tucson, AZ • 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 Tucson AZ 02/2024 Present
Knights Of Columbus Asset Advisors Llc Tucson AZ 09/2025 Present
Cactus Automotive Tucson AZ 01/2023 09/2023
Audi Gilbert Gilbert AZ 07/2022 12/2022
Mcdonald Volvo Cars Littleton CO 06/2019 06/2022
Northland Automotive Duluth MN 05/2018 05/2019
Mcdonald Audi And Volkswagen Littleton CO 07/2016 05/2018
Aflac Tucson AZ 09/2023 01/2024
  • 02/2024 → Present
    Knights Of Columbus Insurance
    Tucson, AZ
  • 09/2025 → Present
    Tucson, AZ
  • 01/2023 → 09/2023
    Cactus Automotive
    Tucson, AZ
  • 07/2022 → 12/2022
    Audi Gilbert
    Gilbert, AZ
  • 06/2019 → 06/2022
    Mcdonald Volvo Cars
    Littleton, CO
  • 05/2018 → 05/2019
    Northland Automotive
    Duluth, MN
  • 07/2016 → 05/2018
    Mcdonald Audi And Volkswagen
    Littleton, CO
  • 09/2023 → 01/2024
    Aflac
    Tucson, AZ
Other Businesses

Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: (02/2024), 80 hours a month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-29
  • S65 Uniform Investment Adviser Law Examination
    2025-09-29

View on SEC IAPD

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