John
Holtzhauser

Knights Of Columbus Asset Advisors LLC

CRD#7367759
Investment Advisor
in Apollo Beach, FL

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About this Advisor

John Holtzhauser is a financial advisor who works out of Apollo Beach, Florida with a total of 2 years of industry experience. Holtzhauser is currently employed by Knights Of Columbus Asset Advisors LLC. Their career trajectory has included roles at Knights Of Columbus Insurance, Knights Of Columbus Asset Advisors LLC, H & R Block and Willoughby Supply. Holtzhauser maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Florida. Knights Of Columbus Asset Advisors LLC is a registered investment business based out of New Haven, CT. The investment advisory business has a total of 189 financial advisors. It oversees $26 billion in assets under management between its 2,359 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises nine charities and foundations. Knights Of Columbus Asset Advisors LLC offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely depend on which service is offered. Fees charged by Knights Of Columbus Asset Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Apollo Beach, FL

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Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management

$25,777,552,717

FL Average: $5,297,377,271
Total Number of Employees

189

FL Average: 35
Total Number of Accounts

2,359

FL Average: 690
Average Account Size

$10,927,322

FL Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Holtzhauser Work History

John has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Knights Of Columbus Asset Advisors LLC

2016 - Present (8 years)

Knights Of Columbus Insurance

2015 - 2016 (1 year)

H & R Block

2009 - 2015 (6 years)

Willoughby Supply

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Holtzhauser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Knights Of Columbus Asset Advisors LLC

Ian Johnstone
Lincoln, NE
Adam Tumminelli
Virginia Beach, VA
Ronald Henry
New Haven, CT
Daniel Falstad
New Haven, CT
Gabriel Jones
New Haven, CT
Paul Mcmahon
New Haven, CT
Wesley Casaus
Anthem, AZ
Lance Dufour
Locust Grove, OK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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