Daniel Hellier
Financial advisor at Knights of Columbus Asset Advisors LLC · San Leandro, CA
Last updated 2026-10-10
Claim your profileDaniel Hellier is a financial advisor at Knights of Columbus Asset Advisors LLC in San Leandro, CA, CRD 7854148. Licenses and exams on the registration: Series 65. IAPD registration began 2024-03-15.
Registration
- CRD number
- 7854148
- Registration status
- Active
- IAPD registration
- 2024-03-15
- Industry Experience
- 2 years
- Work Experience
- 10 years
- States registered
- CA
Licenses and exams
- Series 65
Work history
- 2023-10 to Present · Knights of Columbus Insurance · San Leandro, CA
- 2022-09 to 2023-06 · Verus Aec · Concord, CA
- 2021-09 to 2022-08 · Prince of Peace Abbey · Oceanside, CA
- 2020-11 to 2021-09 · Jti Electric · Fresno, CA
- 2018-11 to 2020-11 · Advanced Mechatronic Solutions · San Diego, CA
- 2016-09 to 2018-09 · John Paul the Great Catholic University · Escondido, CA
- 2024-01 to Present · Knights of Columbus Asset Advisors LLC · San Leandro, CA
- 2023-06 to 2023-10 · Unemployed · Alameda, CA
- 2018-09 to 2018-11 · Unemployed · San Diego, CA
Current employment
- Knights of Columbus Asset Advisors LLC · New Haven, CT
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
Daniel Hellier is a financial advisor at Knights of Columbus Asset Advisors LLC in San Leandro, CA. Reported securities licenses include Series 65. The latest record indicates 2 years of industry experience and 10 years of reported work history.
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, and 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, and 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 Daniel Hellier personally.
Reported ETF positions
Knights of Columbus Asset reports 16 ETF positions worth $19.7M on Form 13F; the largest are listed.
| Fund | Reported 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.
Noteworthy reported investments
Knights of Columbus Asset's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IXN — iShares Global Tech ETF | $469.7K | Top 91.1% | Peer conviction 90.5% · Active return +9.18% |
| Addressable Market | IXN — iShares Global Tech ETF | $469.7K | Top 95.2% | Addressable AUM $3.9T · Peer conviction 90.5% |
| Residual Alpha | IXN — iShares Global Tech ETF | $469.7K | Top 95.3% | Residual alpha +1.46% · Residual Sharpe 0.03 |
| Diversification Benefits | EWT — iShares MSCI Taiwan ETF | $557.7K | Top 95.6% | Replicability (R²) 73.9% · Residual Sharpe 0.19 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. 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
151 Callan Ave, San Leandro, CA 94577
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 203-752-4502
- Website: kofcassetadvisors.org
Official record
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