Aaron Breaux

Financial advisor at Knights of Columbus Asset Advisors LLC · Lafayette, LA

Last updated 2026-10-10

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Aaron Breaux is a financial advisor at Knights of Columbus Asset Advisors LLC in Lafayette, LA, CRD 8288683. Licenses and exams on the registration: Series 65. IAPD registration began 2026-09-29.

Registration

CRD number
8288683
Registration status
Active
IAPD registration
2026-09-29
Industry Experience
0 years
Work Experience
13 years
States registered
LA

Licenses and exams

  • Series 65

Work history

  • 2024-08 to Present · Knights of Columbus Insurance · Lafayette, LA
  • 2026-08 to Present · Knights of Columbus Asset Advisors LLC · Lafayette, LA
  • 2013-08 to 2024-07 · St. Thomas More Catholic High School · Lafayette, LA

Current employment

SEC IAPD record for Aaron Breaux

Knights of Columbus Asset Advisors LLC

Regulatory AUM
$30,514,821,744
Registered advisors
234
Offices
210
Clients per advisor
26.0 (Low)
Average AUM per client
$5M (Moderate)
High-net-worth client ratio
0.0% (Low)

Knights of Columbus Asset Advisors LLC: advisors, services and reported ETF investments

About

Aaron Breaux is a financial advisor at Knights of Columbus Asset Advisors LLC in Lafayette, LA. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 13 years of reported work history. Reported roles include Knights of Columbus Insurance, St. Thomas More Catholic High School.

SEC disclosures list additional business and community activities: Knights Of Columbus Insurance.

Knights of Columbus Asset Advisors LLC's firm-level Form ADV reports 234 advisors across 210 offices; approximately 26.0 clients per advisor, average assets per client of $5,007,355, and regulatory AUM of $30.5B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.

PortfolioFuture's firm-level 13F analysis covers $19.7M across 16 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Aaron Breaux personally.

Reported ETF positions

Knights of Columbus Asset reports 16 ETF positions worth $19.7M on Form 13F; the largest are listed.

Largest ETF positions reported by Knights of Columbus Asset
FundReported value
MBB — iShares MBS ETF$5.9M
JAAA — Janus Henderson AAA CLO ETF$5.4M
EPOL — iShares MSCI Poland ETF$1.9M
EWY — iShares MSCI South Korea ETF$1.2M
MTBA — Simplify MBS ETF$1M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Knights of Columbus Asset Advisors LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Investment Companies
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Commodity Pool Operator or CTA
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

2006 W Pinhook Rd, Lafayette, LA 70508

3 advisors at this office.

Knights of Columbus Asset office in Lafayette, LA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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