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Todd Daniel Curtis

Investment adviser representative at Knights of Columbus Asset Advisors LLC
15 yearsExperience
1 stateRegistered in
$30.5BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Knights of Columbus Asset Advisors LLCJan 2024 to now
  2. Knights of ColumbusFeb 2011 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1990
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (VA).

Knights of Columbus Asset Advisors LLC

$30.5BAssets managed
6,094Clients
234Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2015917
Firm CRD
174129
Advisor's SEC record (opens in a new tab)
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