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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
AK RA APPROVED 2026-01-20
HI RA APPROVED 2026-01-20
OR RA APPROVED 2026-01-20
WA RA APPROVED 2025-11-24
  • AK RA
    APPROVED
    Since 2026-01-20
  • HI RA
    APPROVED
    Since 2026-01-20
  • OR RA
    APPROVED
    Since 2026-01-20
  • WA RA
    APPROVED
    Since 2025-11-24

Branch Locations

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

Ridgefield, WA • 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 New Haven CT 12/2017 Present
X-Pert General Services, Llc Danbury CT 02/2005 12/2017
  • 12/2017 → Present
    Knights Of Columbus
    New Haven, CT
  • 02/2005 → 12/2017
    X-Pert General Services, Llc
    Danbury, CT
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: 12/2017, 80 hours a month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-21
  • S65 Uniform Investment Adviser Law Examination
    2025-11-21

View on SEC IAPD

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