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 formed in 2016 that operates as a capital allocator for both individual/family and institutional clients. The firm is privately owned and offers a mix of billing arrangements — percentage of assets under management, hourly fees and fixed fees — reflecting a hybrid service model. Its advisory menu includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, and manager selection. Continuum is not positioned as an ESG-focused investor.
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 3
Michael Kelly
President, CEOCRD 4135452
Alina Santiago
Chief Compliance OfficerCRD 5140191
Timothy Kerrigan
Chief Financial OfficerCRD 4684533
Contacts
3 of 36Quinlan Popham
CRD 8227341
Mark Allen
Financial AdvisorCRD 5287073
Steven Mccartin
Financial AdvisorCRD 4507863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 928Active vs passive
$999M in ETFs
58%
$581M
37%
$419M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $46M | 932,608 | 4.60% |
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
Similar firms
RW Investment Management LLC
RIAEagle, ID
Summit Wealth And Retirement Partners
RIAEagle, ID
Arcadia Investment Advisors, LLC
RIAEagle, ID
Prominence Capital
RIAEagle, ID
Bahr Financial Planning Network, Inc.
RIAEagle, ID
Profitscore Capital Management, Inc.
RIAEagle, ID