CONTINUUM CAPITAL ADVISORY, LLC

RIASEC 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 an individual-owned limited liability company that acts as a capital allocator and provides advisory services to individuals and small businesses. The firm operates through a broker-dealer relationship—its professionals serve as registered representatives while delivering financial planning, portfolio management for individuals and small businesses, and selection of outside advisers when appropriate. Compensation methods listed include asset-based fees, hourly billing, and flat fees. The firm is not identified as an active ESG investor and is not described as operating across multiple states. Classification in the source data is unclassified and the year of SEC registration is not provided.

Assets & Accounts

Investments & Alternatives

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

    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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth