Continental Advisors LLC

RIASEC Registered

Total AUM

$190M

Discretionary

$190M

100% of AUM

Avg account

$190M

Accounts

1

Employees

2

Advisory reps

1

Firm details

Headquarters: ,
CRD number: 109788
Registered since: May 1, 2025
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Continental Advisors LLC is a limited liability company that operates as a hedge fund manager focused on portfolio management for pooled investment vehicles. The firm serves institutional clients and charges fees as a percentage of assets under management. Continental Advisors is registered with the SEC (registered in 2025). It is owned by an individual and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

David Purcell
Managing Member And Chief Compliance OfficerCRD 2248736

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 7

Active vs passive

$18M in ETFs

Passive

100%

$18M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ALERIAN MLP ETF (AMLP)		Passive	Energy Limited Partnership	$3.9M	74,723	21.57%

Unlock additional holdings →

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Aetos Capital Real Estate

Greenwich, CT

AUM $190MTEAM 14REPS 2

Rockwood Equity Partners LLC

Denver, CO

AUM $190MTEAM 13REPS 2

Signet Private Wealth, LLC

Chicago, IL

AUM $190MTEAM 4REPS 4

Harbour Financial Resources, Ltd

Skokie, IL

AUM $190MTEAM 3REPS 2

Financial Independence Advisors, LLC

Jacksonville, FL

AUM $190MTEAM 8REPS 9

T&T Capital Management

AUM $190MTEAM 6REPS 5