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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
CA RA APPROVED 2025-12-26
  • CA RA
    APPROVED
    Since 2025-12-26

Branch Locations

Carmichael, CA • United States

One Columbus Plaza, New Haven, CT 06510 • 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 02/2022 Present
Knights Of Columbus Asset Advisors Llc New Haven CT 11/2025 Present
South Sutter Charter School Placerville CA 08/2008 Present
  • 02/2022 → Present
    Knights Of Columbus Insurance
    New Haven, CT
  • 11/2025 → Present
    New Haven, CT
  • 08/2008 → Present
    South Sutter Charter School
    Placerville, CA
Other Businesses

Knights of Columbus Insurance; not investment related; 1 Columbus Plaza, New Haven CT. 06510; Life Insurance company. I am a salesman. Started2/2022. 4 hours of work during trading day. Duties, sell insurance and annuities and service clients. South Sutter Charter School; not investment related; 4535 Missouri Flat Rd Suite 1A, Placerville, CA 95667; k-12 school. I am an Education Specialist. Started9/2008. # hours of work during trading days for 9 months of the year. teach homeschool kids.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-26
  • S65 Uniform Investment Adviser Law Examination
    2025-12-26

View on SEC IAPD

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