KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
SEC RegisteredINVEST WITH INTEGRITY
About the firm
Knights of Columbus Asset Advisors (KoCAA) is a faith-based investment advisory firm at the intersection of being Catholic and competitive, with an investment portfolio of over $29.5 billion. The firm aligns to the investment guidelines set by the United States Conference of Catholic Bishops (USCCB) and provides 'value with values' by helping clients pursue their financial goals with faith-based investment solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Mutual funds, separate accounts, model portfolios, target date portfolios, and donor advised funds, all aligned with USCCB investment guidelines.
Who they serve
Individuals and families seeking to pursue financial goals using faith-based investing aligned with Catholic values.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6,071 | $956M |
| High Net Worth Individuals | 0 | $6.2M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 4 | $417M |
| Charitable Organizations | 0 | $83M |
| State/Municipal Entities | 10 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
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Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KNIGHTS OF COLUMBUS ASSET ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.