Continental Advisors LLC

RIASEC RegisteredEst. 2025
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 privately held LLC that operates as a hedge fund manager focused on institutional pooled vehicles. The firm is SEC-registered (2025) and owned by an individual owner. Its stated business activity is portfolio management for pooled investment vehicles, and it charges fees as a percentage of assets under management. Continental does not identify as an ESG investor, is not a multi-state adviser, and is not categorized as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • David Purcell

    Managing Member And Chief Compliance OfficerCRD 2248736

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$20.8M in ETFs

Passive

100%

$20.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ALERIAN MLP ETF (AMLP)PassiveEnergy Limited Partnership$3.9M74,72318.88%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth