Kevin Barnes
Investment adviser representative at Knights of Columbus Asset Advisors LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Knights of Columbus Asset Advisors LLCMar 2026 to now
- Knights of ColumbusMar 2026 to now
- Charles Schwab & Co., Inc.Sep 2024 to Dec 2025
- Charles Schwab BankSep 2024 to Dec 2025
- Fidelity InvestmentsMar 2024 to Sep 2024
- Morgan Stanley Private Bank, N.ADec 2018 to Mar 2024
- Merrill LynchApr 2017 to Nov 2018
- Fidelity InvestmentsJan 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 6283816
- Firm CRD
- 174129