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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
MT RA APPROVED 2025-11-04
NY RA APPROVED 2024-08-01
OR RA APPROVED 2023-04-05
WA RA APPROVED 2022-05-12
  • MT RA
    APPROVED
    Since 2025-11-04
  • NY RA
    APPROVED
    Since 2024-08-01
  • OR RA
    APPROVED
    Since 2023-04-05
  • WA RA
    APPROVED
    Since 2022-05-12

Branch Locations

Port Orchard, WA • 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 New Haven CT 07/2000 Present
Knights Of Columbus Asset Advisors New Haven CT 05/2022 Present
  • 07/2000 → Present
    Knights Of Columbus Insurance
    New Haven, CT
  • 05/2022 → Present
    Knights Of Columbus Asset Advisors
    New Haven, CT
Other Businesses

KNIGHTS OF COLUMBUS INSURANCE FIELD AGENT NON-INVESTMENT RELATED. FIELD AGENT-SELLING LIFE INSURANCE & ANNUITIES, LONG TERM CARE INSURANCE, AND DISABILITY INSURANCE. STARTED 07/2000 80 HOURS MONTHLY, NEW HAVEN, CT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-28
  • S65 Uniform Investment Adviser Law Examination
    2022-04-28
Other Names
  • Jarrod K Kendall

View on SEC IAPD

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