Continuum Advisory, LLC

RIASEC RegisteredEst. 2016
Total AUM
$1.9B
Discretionary
$1.9B
99% of AUM
Avg account
$551K
Accounts
3,461
Employees
66
Advisory reps
40

Firm details

Headquarters
Eagle, Idaho
CRD number
283155
Registered since
March 30, 2016
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

FINTRX

Overview

Continuum Advisory, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and formed in 2016. The firm serves both individuals/families and institutional clients and describes itself as a capital allocator that selects external managers as part of its offering. Core services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Its billing combines percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 42%, Private Funds 38%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%42%
  • Exchange Traded Equities42%
  • Private Funds38%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

3 of 4
  • Alina Santiago

    Alina Santiago

    Chief Compliance OfficerCRD 5140191

  • Michael Kelly

    Michael Kelly

    President, CEOCRD 4135452

  • Michael Kelly

    Michael Kelly

    EVP/Chief Operating OfficerCRD 6457412

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Contacts

3 of 36
  • Simon Keogh

    Simon Keogh

    AdvisorCRD 5095468

  • Jonathan Sullivan

    Jonathan Sullivan

    Investment Advisor Representative and Registered PrincipalCRD 5270944

  • Mark Allen

    Mark Allen

    Financial AdvisorCRD 5287073

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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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ETF holdings

1 of 928

Active vs passive

$999M in ETFs

Passive

58%

$581M

Active

37%

$419M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP DIVIDEND VALUE ETF (CGDV)Capital GroupActiveLarge Value$46M932,6084.60%

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth