CONTINUUM ADVISORY, LLC
Firm details
- Headquarters
- EAGLE, Idaho
- CRD number
- 283155
- Registered since
- March 30, 2016
- Website
- continuumadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.12%
- Individuals26.84%
- Corporations / Businesses3.01%
- Pension & Profit Sharing Plans1.53%
- Charitable Organizations0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Continuum Advisory, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2016. The firm functions as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and manager selection. The firm's fee menu includes percentage-of-assets arrangements alongside hourly and fixed-fee engagements. Continuum does not identify as an active ESG investor. It also lists relationships with other professional providers — including other investment advisers, accounting firms, law firms, and pension consultants — which aligns with its manager-selection activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Private Funds38%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
3 of 3MICHAEL KELLY
President, CEOCRD 4135452
ALINA SANTIAGO
Chief Compliance OfficerCRD 5140191
TIMOTHY KERRIGAN
Chief Financial OfficerCRD 4684533
Contacts
3 of 36MARK ALLEN
Financial AdvisorCRD 5287073
STEVEN MCCARTIN
Certified Financial PlannerCRD 4507863
SHANNEN INGRAM
Owner, Investment Advisor RepresentativeCRD 5338814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 308Active vs passive
$844M in ETFs
57%
$479M
39%
$365M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | American Funds | Active | Large Value | $40.7M | 956,187 | 4.82% |
Location
EAGLE, ID
ADA
Location
EAGLE, ID
Headquartered in EAGLE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- ADA
- Address
- 873 E State St
- Time zone
- MT (UTC-7)
- Office locations
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