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Isaiah Swanson

Investment adviser representative at Knights of Columbus Asset Advisors LLC
12 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

12 years in the industry.

  1. Knights of Columbus Asset Advisors LLCJun 2025 to now
  2. Knights of Columbus InsuranceJun 2025 to now
  3. University of Nebraska-lincolnAug 2023 to May 2025
  4. Scheels All SportAug 2022 to May 2025
  5. Southeast Community CollegeAug 2021 to May 2023
  6. Leichleiter Construction LLCJun 2017 to Aug 2021
  7. Hastings Catholic SchoolsAug 2014 to May 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
8188845
Firm CRD
174129
Advisor's SEC record (opens in a new tab)
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