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| Continuum Advisory LLC
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|---|---|
| CRD # | 283155 |
| SEC # | 801-107439 |
| CIK # | 0001846532 |
| AUM | 1,907.9 M (2026-03-30) |
| Employees | 66 (48% Investors, 35% Brokers) |
| Phone | 208-417-1933 |
| Address | 873 E State Street Eagle, ID 83616 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 43.0 | ||
| Apple Inc | 41.7 | ||
| Microsoft Corp | 19.7 | ||
| Nvidia Corp | 19.2 | ||
| Amazon Com Inc | 14.9 | ||
| Micron Technology Inc | 10.8 | ||
| Alphabet Inc | 10.2 | ||
| Newmont Mining Corp /DE/ | 9.1 | ||
| Costco Wholesale Corp /NEW | 7.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,442 | 512.1 |
| (b) Individuals (high net worth individuals) | 902 | 1,299.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 47 | 29.2 |
| (h) Charitable organizations | 30 | 9.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 40 | 57.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,461 | 1,907.9 |
| By Discretionary | ||
| Discretionary | 3,344 | 1,893.3 |
| Non-Discretionary | 117 | 14.7 |
| Total | 3,461 | 1,907.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,907.9 | |
| Total | 3,461 | 1,907.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846532] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3,461 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Falcon Wealth Planning Inc
✚
|
CA | 1,919.8 M |
|
Novare Capital Management
✚
|
NC | 1,917.1 M |
|
Artemis Wealth Advisors LLC
✚
|
NY | 1,914.5 M |
|
DT Investment Partners LLC
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|
PA | 1,912.8 M |
|
Resolute Advisors LLC
✚
|
CA | 1,910.5 M |
|
Patriot Investment Management Group Inc
✚
|
TN | 1,906.9 M |
|
Pembroke Management Ltd
✚
|
1,905.1 M | |
|
JAG Capital Management LLC
✚
|
MO | 1,902.0 M |
|
Tributary Capital Management LLC
✚
|
NE | 1,901.0 M |
|
D'Annunzio Consulting Group LLC
✚
|
WA | 1,900.8 M |