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Phillip Altimari

Knights Of Columbus Asset Advisors LLC

New Haven, CT

Acworth, GA

CRD 8188857

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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
GA RA APPROVED 2026-01-27
  • GA RA
    APPROVED
    Since 2026-01-27

Branch Locations

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

2487 Cedarcrest Rd, Suite 811, Acworth, GA 30101 • 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 New Haven CT 12/2023 Present
Knights Of Columbus Asset Advisors Llc New Haven CT 11/2025 Present
Curamus Llc Acworth GA 02/2012 12/2023
Other Businesses

Knight of Columbus Insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-30
  • S65 Uniform Investment Adviser Law Examination
    2025-12-30
Other Names
  • Chuck Altimari

View on SEC IAPD

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