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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 |
|---|---|---|---|
| AK | RA | APPROVED | 2026-01-20 |
| HI | RA | APPROVED | 2026-01-20 |
| OR | RA | APPROVED | 2026-01-20 |
| WA | RA | APPROVED | 2025-11-24 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
Ridgefield, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus | New Haven | CT | 12/2017 | Present |
| X-Pert General Services, Llc | Danbury | CT | 02/2005 | 12/2017 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
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