Continuum Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Eagle, ID. Its latest Form ADV filing, dated March 30, 2026, reports $1.9B in regulatory assets under management, 66 employees, 17 offices, and 3,461 accounts.
Top client segmentIndividuals represent 70.6% of total clients.
Top client categories% of clientsClients
1
Individuals
70.6%
2,442
2
HNWI
26.1%
902
3
Pension Plans
1.4%
47
4
Corporations
1.2%
40
5
Charitable
0.9%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 30, 2026
Discretionary99.2%
$1.9B
99% of total RAUM99.2%
Non-discretionary0.8%
$15M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.9B
Total Accounts3,461
10Y AUM Change+$1.7B (+899.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees66
Clients per Employee52:1
10Y Employee Change+37 (+127.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.