Continuum Capital Advisory, LLC
Firm details
- Headquarters
- Rock Hill, South Carolina
- CRD number
- 153080
- Website
- www.ccainvest.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Continuum Capital Advisory, LLC is a South Carolina–registered limited liability company owned by an individual and positioned as a small advisory shop that also serves as a capital allocator. The firm operates as a registered representative of a broker-dealer and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee options include percentage-of-assets, hourly charges, and fixed fees. Continuum does not identify as an active ESG investor and is not structured as a multi-state adviser.
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
Contacts
1 of 1
Richard Heckard
PresidentCRD 5424606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rock Hill, SC
York
Location
Rock Hill, SC
Headquartered in Rock Hill, SC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- York
- Address
- 1922 India Hook Rd
- Time zone
- ET (UTC-5)
- Office locations
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