Kevin Morrison

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

Authority	Category	Status	Date
OH	RA	APPROVED	2026-03-04

OH RA
APPROVED

Since 2026-03-04

Branch Locations

Dayton, OH • 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

Organization	City	State	From	To
Knights Of Columbus Insurance	Dayton	OH	01/2026	Present
Heraeus Epurio	Vandalia	OH	08/2024	Present
Miami University	Oxford	OH	08/2018	06/2024
Knights Of Columbus Asset Advisors Llc	Dayton	OH	01/2026	Present
Wright State University	Dayton	OH	01/2016	08/2018

01/2026 → Present

Knights Of Columbus Insurance

Dayton, OH
08/2024 → Present

Heraeus Epurio

Vandalia, OH
08/2018 → 06/2024

Miami University

Oxford, OH
01/2026 → Present

Knights Of Columbus Asset Advisors Llc

Dayton, OH
01/2016 → 08/2018

Wright State University

Dayton, OH

Other Businesses

Knights of Columbus Insurance; Investment-related; 209 Brydon Rd, Dayton, OH 45419; Financial Advisor; Insurance; I will be a 1099 employee Investment Advisor Representative; 01/01/2026; 120; 6; Sale insurance to members of the Knights of Columbus and recruit members to the fraternal organization.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-10

S65 Uniform Investment Adviser Law Examination

2026-01-10

View on SEC IAPD