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Blake Nixon

Advisor at Knights Of Columbus Asset Advisors LLC

Updated today
Knights Of Columbus Asset Advisors LLC logo

Firm

Knights Of Columbus Asset Advisors LLC

Location

Southbury, CT

Credentials

Series 65

Industry experience

1 year

Client services

Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Flat fees may be negotiated for certain services; 0.25% flat fee for Donor Advised Fund accounts in IAR Program.

Percentage

$0 - $50 million: 0.30% (Fixed Income) $50 million+: 0.25% (Fixed Income) $0 - $50 million: 0.70% (Equity Large Cap Core) $50 million - $75 million: 0.65% (Equity Large Cap Core) $75 million - $100 million: 0.55% (Equity Large Cap Core) $100 million+: 0.50% (Equity Large Cap Core) $0 - $25 million: 0.65% (Equity Large Cap Growth and Value) $25 million - $50 million: 0.60% (Equity Large Cap Growth and Value) $50 million - $100 million: 0.55% (Equity Large Cap Growth and Value) $100 million+: 0.50% (Equity Large Cap Growth and Value) $0 - $25 million: 0.90% (Equity Small Cap Core, Growth and Value) $25 million - $50 million: 0.85% (Equity Small Cap Core, Growth and Value) $50 million+: 0.80% (Equity Small Cap Core, Growth and Value) $0 - $25 million: 0.80% (Global Equity) $25 million - $50 million: 0.70% (Global Equity) $50 million - $100 million: 0.65% (Global Equity) $100 million+: 0.50% (Global Equity) $0 - $25 million: 0.80% (International Equity) $25 million - $50 million: 0.70% (International Equity) $50 million - $100 million: 0.65% (International Equity) $100 million+: 0.50% (International Equity) $0 - $25 million: 0.80% (International ADR) $25 million - $50 million: 0.70% (International ADR) $50 million - $100 million: 0.65% (International ADR) $100 million+: 0.50% (International ADR) $0 - $25 million: 1.00% (Global Tactical Asset Allocation) $25 million - $50 million: 0.80% (Global Tactical Asset Allocation) $50 million - $100 million: 0.60% (Global Tactical Asset Allocation) $100 million+: 0.40% (Global Tactical Asset Allocation) $0 - $25 million: 0.50% (Implemented Asset Allocation Services) $25 million - $50 million: 0.35% (Implemented Asset Allocation Services) $50 million+: 0.25% (Implemented Asset Allocation Services) $0 - $1 million: 0.80% (IAR Program Platform Fee - Diversified Accounts) $1 million - $2.5 million: 0.75% (IAR Program Platform Fee - Diversified Accounts) $2.5 million - $5 million: 0.70% (IAR Program Platform Fee - Diversified Accounts) $5 million - $15 million: 0.65% (IAR Program Platform Fee - Diversified Accounts) $15 million+: 0.60% (IAR Program Platform Fee - Diversified Accounts)

Performance-based

Private Long/Short Fund charges 0.75% annual management fee and 15% performance allocation; performance-based fees may be charged to certain clients and funds.

Other

Account minimum: $5,000,000 for equity separately managed accounts; $30,000,000 for fixed income separately managed accounts; $6,000 for qualified accounts and $10,000 for non-qualified accounts in the IAR Program (may be waived at discretion)

Work history

Knights of Columbus

2024 - Present (2 years)

RightCapital

2023 - 2024 (1 year)

Applause Inc.

2021 - 2023 (2 years)

University of Rhode Island

2017 - 2021 (4 years)

Maggie Mcfly's

2015 - 2021 (6 years)

Pomperaug High School

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael C

Series 63, Series 66

New Milford, CT

Fidelity

Michael Cappiello is an Investment Consultant who focuses on helping clients plan their financial futures based on their specific goals. He provides personalized guidance tailored to each client's unique financial background. Michael combines his professional role with his experience as a father, emphasizing the pursuit of financial peace of mind and the protection of clients' legacies. He has professional experience as a Financial Representative at Fidelity Investments from 2022 to 2025. Michael's personal interests include art, golf, kayaking, parenthood, skiing, and swimming.

Wealth management Parents

Achyuta N

CFP®, ChFC®, PFS™, Series 66

Monroe, CT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families

Clark G

Series 63, Series 65

Southbury, CT

Merrill

Clark Giles is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and portfolio management. He works with individuals seeking professional investment management and financial planning tailored to various stages of life. Clark holds a bachelor's degree in Economics and Computer Science from Providence College. He maintains Series 7, 63, and 65 FINRA registrations and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Outside of his professional work, Clark enjoys fishing, football, hiking, and skiing.

Wealth management General retirement planning Retirement income strategy Active portfolio management Income planning

Nicholas D

Series 66

Southbury, CT

Merrill

Nicholas Drew is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized wealth management guidance to help clients build, preserve, and transition their assets. He focuses on understanding each client's financial goals, risk tolerance, and priorities to deliver disciplined strategies based on long-term planning and sound investment principles. Nicholas leverages Merrill Lynch's research, resources, and technology to design customized portfolios, support retirement and tax-efficient planning, and assist clients in navigating complex financial decisions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Nicholas earned a Bachelor's Degree from Keene State College. His client focus areas include college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Nicholas is involved with St. Jude's and enjoys a variety of personal interests such as basketball, football, gardening, golfing, hiking, skiing, soccer, spending time with family, and woodworking.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General tax planning

Richard F

Series 63, Series 66

Southbury, CT

Merrill

Richard Fabian is a Financial Advisor at Merrill Lynch Wealth Management. With nearly 20 years of experience, he provides financial planning services aimed at helping clients achieve their financial goals and desired outcomes. Richard utilizes his industry knowledge alongside Merrill's research and resources to develop customized strategies tailored to the unique needs and aspirations of each individual and household. His client focus includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Richard holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Flags High School, attended Brooklyn College, and holds a bachelor's degree from Lehman College. He is fluent in English and Spanish. Outside of his professional work, Richard enjoys adventure sports, baseball, basketball, biking, dancing, music, traveling, watching movies, and spending time with his family.

Wealth management Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) ESG / Sustainable investing Parents

David M

ChFC®, Series 63, Series 66

Southbury, CT

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Intergenerational Families
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