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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
VA RA APPROVED 2026-01-01
  • VA RA
    APPROVED
    Since 2026-01-01

Branch Locations

Arlington, VA • 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 06/2025 Present
Knights Of Columbus Asset Advisors Llc New Haven CT 12/2025 Present
Ncd Management Llc Arlington VA 01/2008 06/2025
Weller Development Chevy Chase MD 01/2018 06/2022
Lock 7 Development Washington DC 01/2014 08/2018
  • 06/2025 → Present
    Knights Of Columbus Insurance
    New Haven, CT
  • 12/2025 → Present
    New Haven, CT
  • 01/2008 → 06/2025
    Ncd Management Llc
    Arlington, VA
  • 01/2018 → 06/2022
    Weller Development
    Chevy Chase, MD
  • 01/2014 → 08/2018
    Lock 7 Development
    Washington, DC
Other Businesses

Life insurance and annuity sales with Knights of Columbus Insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-27
  • S65 Uniform Investment Adviser Law Examination
    2025-12-27

View on SEC IAPD

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