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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
OR RA APPROVED 2025-11-18
WA RA APPROVED 2025-11-17
  • OR RA
    APPROVED
    Since 2025-11-18
  • WA RA
    APPROVED
    Since 2025-11-17

Branch Locations

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

Vancouver, 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 Vancouver WA 07/2021 Present
City Of Vancouver Television Vancouver WA 07/2019 09/2023
Jc Penny Portraits Vancouver WA 10/2019 10/2020
Corporate Translation Services Vancouver WA 03/2013 04/2019
Partially Unemployed Vancouver WA 04/2019 07/2021
Creative Circle Vancouver WA 09/2020 11/2021
Imdg Vancouver WA 11/2019 08/2020
  • 07/2021 → Present
    Knights Of Columbus
    Vancouver, WA
  • 07/2019 → 09/2023
    City Of Vancouver Television
    Vancouver, WA
  • 10/2019 → 10/2020
    Jc Penny Portraits
    Vancouver, WA
  • 03/2013 → 04/2019
    Corporate Translation Services
    Vancouver, WA
  • 04/2019 → 07/2021
    Partially Unemployed
    Vancouver, WA
  • 09/2020 → 11/2021
    Creative Circle
    Vancouver, WA
  • 11/2019 → 08/2020
    Imdg
    Vancouver, WA
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: 07/2021, 80 hours a month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-17
  • S65 Uniform Investment Adviser Law Examination
    2025-11-17

View on SEC IAPD

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