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CONTINENTAL INVESTORS SERVICES, INC.
CRD 29775File 801-122737
APPROVED
Retail clients
Disclosure events
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$231.9M
Below cohort median (national)
Discretionary AUM
$231.9M
Clients
827
824 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
- $231.9M
- Discretionary AUM
- $231.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 824
- Non-discretionary accounts
- 0
- Total accounts
- 824
- AUM per client
- $280K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 3 | Not reported |
| Individuals (other than high net worth individuals) | 824 | $231.9M |
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 | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Clients | 687 | 605 | decreased by82 |
| Jan 1, 2026 | AUM | $169,880,000 | $196,792,432 | increased by$26,912,432 |
| Jan 1, 2026 | Accounts | 687 | 605 | decreased by82 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 14 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 731 | 687 | decreased by44 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $98,540,328 | $169,880,000 | increased by$71,339,672 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 729 | 687 | decreased by42 |
| Oct 1, 2022 | Clients | 671 | 731 | increased by60 |
| Oct 1, 2022 | AUM | $113,113,346 | $98,540,328 | decreased by$14,573,018 |
| Oct 1, 2022 | Accounts | 669 | 729 | increased by60 |
| Feb 1, 2022 | Clients | 555 | 671 | increased by116 |
| Feb 1, 2022 | AUM | $100,339,933 | $113,113,346 | increased by$12,773,413 |
| Feb 1, 2022 | Accounts | 533 | 669 | increased by136 |
| Jan 1, 2022 | Clients | 553 | 555 | increased by2 |
| Dec 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 “CONTINENTAL INVESTORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONTINENTAL INVESTORS” 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.