CONTINUUM CAPITAL ADVISORY, LLC
Firm details
- Headquarters
- ROCK HILL, South Carolina
- CRD number
- 153080
- Website
- www.ccainvest.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1RICHARD HECKARD
PresidentCRD 5424606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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