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CONTINENTAL INVESTORS SERVICES, INC.
CRD 29775File 801-122737
APPROVED
Retail clients
Disclosure events
Filing as of Jul 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$196.8M
Below cohort median (national)
Discretionary AUM
$196.8M
Clients
605
605 accounts
Employees
14
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 22, 2021
- Principal office
- 1330 BROADWAY ST., LONGVIEW, WA, 98632
- Phone
- 360-423-5110
- Website
- HTTPS://WWW.CISINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $196.8M
- Discretionary AUM
- $196.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 605
- Non-discretionary accounts
- 0
- Total accounts
- 605
- AUM per client
- $325K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $5.6M |
| Individuals (other than high net worth individuals) | 602 | $191.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11- Q11
- Q11D2
- Q11E2
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.