Edward Jones
9yrs
Top advisor by experience in New Carlisle
4yrs
Peter Holm
Financial advisor at Knights of Columbus Asset Advisors
Based in New Carlisle, Ohio, Peter Holm is a fiduciary financial advisor with 4 years of industry experience. Peter has been with Knights of Columbus Asset Advisors since 2023. Knights of Columbus Asset Advisors offers investment management, private fund management, and retirement plan consulting and is paid through a percentage of assets.
One of 6 advisors with offices in New Carlisle, and one of 5 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?More experience than 50% of advisors in New Carlisle
OfficeNew Carlisle, OH
How the firm is paid ?Percent of assets
Typical client at the firm ?$158,490
Advisors at the firm233
States licensed ?1 state
Services through Knights of Columbus Asset Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowKnights of Columbus Asset Advisors LLCCurrent firm
Contact Peter
(203) 752-4502Firm headquarters in New Haven, CT. Ask for Peter. New Carlisle, OHOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Peter
Tailored to Peter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Knights of Columbus Asset Advisors at (203) 752-4502 and ask for Peter Holm. Peter works from the New Carlisle, OH office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2023, about 4 years. More experience than 50% of advisors in New Carlisle.
What licenses does Peter hold?
Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Knights of Columbus Asset Advisors reports being paid by a percentage of the assets they manage. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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