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CONTINUUM ADVISORY, LLC
CRD 283155File 801-107439
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 69 | 66 | decreased by3 |
| Apr 1, 2026 | Clients | 2,849 | 3,461 | increased by612 |
| Apr 1, 2026 | AUM | $1,417,081,752 | $1,907,940,341 | increased by$490,858,589 |
| Apr 1, 2026 | Accounts | 2,852 | 3,461 | increased by609 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 61 | 69 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,619 | 2,849 | increased by230 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $820,093,491 | $1,417,081,752 | increased by$596,988,261 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,620 | 2,852 | increased by232 |
| Apr 1, 2022 | Clients | 2,815 | 2,619 | decreased by196 |
| Apr 1, 2022 | AUM | $565,989,652 | $820,093,491 | increased by$254,103,839 |
| Apr 1, 2022 | Accounts | 6,911 | 2,620 | decreased by4,291 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONTINUUM ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONTINUUM ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
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.