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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-26 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
Brandon, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home School | Lexington | NC | 12/2015 | 06/2021 |
| Unemployed | Lexington | NC | 06/2021 | 09/2021 |
| Davidson-Davie Community College | Thomasville | NC | 10/2021 | 12/2021 |
| Southern New Hampshire University | Manchester | NH | 01/2022 | 12/2022 |
| Ave Maria University | Ave Maria | FL | 01/2023 | 12/2025 |
| Camp Sancta Maria | Gaylord | MI | 06/2025 | 08/2025 |
| Ave Maria University | Ave Maria | FL | 09/2023 | 12/2025 |
| Unemployed | Ave Maria | FL | 01/2026 | 03/2026 |
| Knights Of Columbus Insurance | Sarasota | FL | 04/2026 | Present |
the other business is named Knights of Columbus. It is investment-related. The business is located at 6151 Lake Osprey Dr, Suite 300, Sarasota, FL 34240. The business consists in providing life insurance, disability insurance, long-term care insurance, and annuities. My position is Field Agent. My job title is Field Agent, and I am employed by the business. My relationship with the business started on April 1, 2026. I devote about 160 hours per month to the other business. I devote 6 hours each day to the other business during securities trading hours. My duty is to solicit the sale of life insurance, disability insurance, long-term care insurance, and annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-21 |
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