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KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

NEW HAVEN, CT · CRD 174129 · IAPD ↗ · kofcassetadvisors.org · 203-752-4502

$30.51BRegulatory AUM
233Advisory reps
249Employees
0Clients
n/aPlanning clients
9Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — KNIGHTS OF COLUMBUS ASSET ADVISORS LLC grew from 208 to 233 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — KNIGHTS OF COLUMBUS ASSET ADVISORS LLC grew from 170 to 206 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.