← Directory

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

CRD 174129File 801-80844
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$30.51B
Top 10% of cohort (national)
Discretionary AUM
$30.51B
Clients
6,094
8,074 accounts
Employees
249
Top 10% of cohort in CT

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Jan 23, 2015
Principal office
ONE COLUMBUS PLAZA, NEW HAVEN, CT, 06510
Phone
203-752-4502

Assets & accounts

ADV Item 5F
Total regulatory AUM
$30.51B
Discretionary AUM
$30.51B
Non-discretionary AUM
$0
Discretionary accounts
8,074
Non-discretionary accounts
0
Total accounts
8,074
AUM per client
$5.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Insurance companiesFewer than 5$27.53B
Investment companies9$1.28B
Charitable organizations10$168.5M
High net worth individualsFewer than 5$6.2M
Pooled investment vehicles4$417.3M
Pension and profit sharing plansFewer than 5$82.7M
State or municipal government entitiesFewer than 5$73.3M
Individuals (other than high net worth individuals)6,071$956.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.