Continuum Capital Advisory, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
Rock Hill, South Carolina
CRD number
153080
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Richard Heckard

    Richard Heckard

    PresidentCRD 5424606

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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