Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
191 advisors
Number of Clients
4,361 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$28.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

7794 Donegan Drive, Manassas, VA, 20109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Benjamin works as an insurance sales field agent for Knights of Columbus Insurance, selling insurance and annuities since May 2023.

Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
April 2025 - Present · 10 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.