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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-26 |
Branch Locations
Carmichael, CA • United States
One Columbus Plaza, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-26 |
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