Steven Cortez

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → Present
  Knights Of Columbus Insurance (Dean Agency)
  Lafayette, LA
• 08/2023 → 06/2025
  Cortez Home Inspections, Llc
  Ruston, LA
• 08/2012 → 08/2023
  Bienville Parish School Board
  Arcadia, LA
• 06/2026 → Present
  Knights Of Columbus Asset Advisors Llc
  New Haven, CT

Other Businesses

Knights of Columbus Insurance, Start date 06/2025, Non-investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-22