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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
PA RA APPROVED 2026-07-01
  • PA RA
    APPROVED
    Since 2026-07-01

Branch Locations

Philadelphia, PA • 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
Philadelphia Phillies Philadelphia PA 08/2004 09/2017
Remax Philadelphia PA 10/2017 10/2018
Dydak Realty Philadelphia PA 10/2018 04/2022
Honest Real Estate Philadelphia PA 04/2022 Present
Knights Of Columbus Insurance Philadelphia PA 06/2025 Present
Knights Of Columbus Asset Advisors Llc Philadelphia PA 06/2026 Present
  • 08/2004 → 09/2017
    Philadelphia Phillies
    Philadelphia, PA
  • 10/2017 → 10/2018
    Remax
    Philadelphia, PA
  • 10/2018 → 04/2022
    Dydak Realty
    Philadelphia, PA
  • 04/2022 → Present
    Honest Real Estate
    Philadelphia, PA
  • 06/2025 → Present
    Knights Of Columbus Insurance
    Philadelphia, PA
  • 06/2026 → Present
    Philadelphia, PA
Other Businesses

Knights of Columbus Insurance Not investment related 3171 Belgrade St Philadelphia PA 19134 Insurance Sales Field Agent 6/1/2025 40 hours/week Field agent duties helping members protect their assets and stay up to date with their insurance needs. Honest Real Estate Not investment related 12320 Academy Rd Philadelphia PA 19154 Residential Real Estate Sales Realtor 04/01/2022 Less then 5-10 hours per week Helping people buy or sell residential real estate.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-30
  • S65 Uniform Investment Adviser Law Examination
    2026-06-30

View on SEC IAPD

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