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CONTINUUM ADVISORY, LLC
CRD 283155File 801-107439
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.91B
Top 25% of cohort (national)
Discretionary AUM
$1.89B
Non-discretionary $14.7M
Clients
3,461
3,461 accounts
Employees
66
Top 10% of cohort in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 30, 2016
- Principal office
- 873 E. STATE STREET, EAGLE, ID, 83616
- Phone
- 2084171933
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.91B
- Discretionary AUM
- $1.89B
- Non-discretionary AUM
- $14.7M
- Discretionary accounts
- 3,344
- Non-discretionary accounts
- 117
- Total accounts
- 3,461
- AUM per client
- $551K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 40 | $57.4M |
| Charitable organizations | 30 | $9.5M |
| High net worth individuals | 902 | $1.30B |
| Pension and profit sharing plans | 47 | $29.2M |
| Individuals (other than high net worth individuals) | 2,442 | $512.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.