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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
KS RA APPROVED 2025-08-21
MO RA APPROVED 2025-08-13
  • KS RA
    APPROVED
    Since 2025-08-21
  • MO RA
    APPROVED
    Since 2025-08-13

Branch Locations

202 W Franklin St., Liberty, MO 64068 • 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
Show-Me Institute St. Louis MO 05/2011 01/2024
Pie Kc Llc Kansas City KS 03/2023 Present
Knights Of Columbus Liberty MO 05/2025 Present
Knights Of Columbus Asset Advisors Llc Liberty MO 08/2025 Present
  • 05/2011 → 01/2024
    Show-Me Institute
    St. Louis, MO
  • 03/2023 → Present
    Pie Kc Llc
    Kansas City, KS
  • 05/2025 → Present
    Knights Of Columbus
    Liberty, MO
  • 08/2025 → Present
    Liberty, MO
Other Businesses

Knights of Columbus Insurance, not investment-related, 1 Columbus Plaza, New Haven, CT 06510, insurance, field agent, agent, May 2025, 30, 30; field agent for insurer Pie KC LLC, investment-related, 4601 E Douglas St Ste 150 Wichita, KS 67218, real estate, founder/owner, owner, March 2023, 1, 0; LLC holds two real estate properties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-11
  • S65 Uniform Investment Adviser Law Examination
    2025-08-11

View on SEC IAPD

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