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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
MO RA APPROVED 2025-06-25
IL RA APPROVED 2025-06-10
  • MO RA
    APPROVED
    Since 2025-06-25
  • IL RA
    APPROVED
    Since 2025-06-10

Branch Locations

One Columbus Plaza, New Haven, CT 06510 • United States

541 Mason Drive Po Box 8, Breese, IL 62230 • 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 New Haven CT 06/2021 Present
Coldwell Banker Real Estate Ladue MO 01/2020 Present
Remax Results Brentwood MO 09/2018 01/2020
Titan Global Distribution St Louis MO 01/2019 01/2021
Vip Remodeling And Construction, Inc Lebanon IL 06/2016 12/2018
Knights Of Columbus Asset Advisors Llc New Haven CT 05/2025 Present
  • 06/2021 → Present
    Knights Of Columbus Insurance
    New Haven, CT
  • 01/2020 → Present
    Coldwell Banker Real Estate
    Ladue, MO
  • 09/2018 → 01/2020
    Remax Results
    Brentwood, MO
  • 01/2019 → 01/2021
    Titan Global Distribution
    St Louis, MO
  • 06/2016 → 12/2018
    Vip Remodeling And Construction, Inc
    Lebanon, IL
  • 05/2025 → Present
    New Haven, CT
Other Businesses

Knights of Columbus Insurance Field Agent Non-Investment Related. Field Agent-Selling Life Insurance & Annuities, Long Term Care Insurance & Disability Insurance. started 06/2021, 80 hours monthly, New Haven, CT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-10
  • S65 Uniform Investment Adviser Law Examination
    2025-06-10

View on SEC IAPD

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