William James Lupinacci
Investment adviser representative at Knights of Columbus Asset Advisors LLC
26 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
26 years in the industry.
- Knights of Columbus Asset Advisors LLCJul 2024 to now
- Knights of Culumbus Asset Advisors LLCOct 2021 to now
- Knights of Columbus InsuranceJun 2019 to now
- Voiceware IncJun 2000 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (VA, WV).
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
- 7460923
- Firm CRD
- 174129