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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
LA RA APPROVED 2026-05-26
  • LA RA
    APPROVED
    Since 2026-05-26

Branch Locations

1124 S Burnside Ave #300B, Gonzales, LA 70737 • 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 Gonzales LA 08/2024 Present
Finbomb Sushi Llc Baton Rouge LA 08/2020 07/2024
Catholic High School Baton Rouge LA 08/2016 05/2020
  • 08/2024 → Present
    Knights Of Columbus Insurance
    Gonzales, LA
  • 08/2020 → 07/2024
    Finbomb Sushi Llc
    Baton Rouge, LA
  • 08/2016 → 05/2020
    Catholic High School
    Baton Rouge, LA
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: 08/2024, 80 hours a month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-19
  • S65 Uniform Investment Adviser Law Examination
    2026-05-19

View on SEC IAPD

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