Continuum Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Continuum Advisory reports 3,461 clients. They include 2,442 individual clients, 902 high-net-worth individuals, and 47 pension and profit-sharing plans. Of its assets, 99.2% ($1.89B across 3,344 accounts) are managed with discretion; $14.7M across 117 accounts are not. It advised 3,461 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 27% |
| High-net-worth individuals | 26% | 68% |
| Pension and profit-sharing plans | 1% | 2% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,442 | $512M | 26.8% | $210K |
| High-net-worth individuals | 902 | $1.3B | 68.1% | $1.44M |
| Pension and profit-sharing plans | 47 | $29.2M | 1.5% | $622K |
| Charitable organizations | 30 | $9.5M | 0.5% | $317K |
| Corporations and other businesses | 40 | $57.4M | 3.0% | $1.44M |
| Total | 3,461 | $1.91B | 100% | $551K |
- Clients
- 2,442
- Regulatory AUM
- $512M
- AUM share
- 26.8%
- Avg. per client
- $210K
- Clients
- 902
- Regulatory AUM
- $1.3B
- AUM share
- 68.1%
- Avg. per client
- $1.44M
- Clients
- 47
- Regulatory AUM
- $29.2M
- AUM share
- 1.5%
- Avg. per client
- $622K
- Clients
- 30
- Regulatory AUM
- $9.5M
- AUM share
- 0.5%
- Avg. per client
- $317K
- Clients
- 40
- Regulatory AUM
- $57.4M
- AUM share
- 3.0%
- Avg. per client
- $1.44M
Total
- Clients
- 3,461
- Regulatory AUM
- $1.91B
- AUM share
- 100%
- Avg. per client
- $551K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3,461
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Continuum Advisory is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Negotiable fees that may combine an initial planning fee with ongoing periodic fees billed monthly, quarterly or annually, as set out in each engagement agreement.
- Retirement Plan Consulting
- A fixed consulting fee not to exceed $40,000, or an ongoing asset-based fee of 0.15% to 1.00%.
Brian Damiani owns 25% to 50% of Continuum Advisory. The leadership team of Continuum Advisory includes President George Chuang, Chief Investment Officer Brian Damiani and Chief Financial Officer Timothy Kerrigan. It has 66 employees, 32 of them in advisory roles.
Leadership
- George ChuangPresident
- Timothy KerriganMember and Chief Financial Officer
- Alina SantiagoChief Compliance Officer
- Brian DamianiMember and Chief Investment Officer
- Michael KellyMember and Chief Operations Officer
Investment adviser representatives
40 representatives listed in the SEC register as of 9 October 2026.
- Mark Charles Allen
- Joanna Nineen Amberger
- Triinu Barclay
- Kari Jo Thomann Bear
- Shanley Rassler Campbell
- George Chuwang Chuang
- Shawn Clark
- Jacob Ward Coleman
- Daniel Copenhagen
- Lancer Stacy Cuddy
- Brian James Damiani
- Andrew Geist Eakin
- Zachary Lee Furshman
- Deepa Gibbons
- Cullen Henley
- Donny Jordan Hopoi
- Shannen Shantel Ingram
- Brandon Everett Jones
- Andrew Davis Kelly
- Michael Andrew Kelly
- Michael Andrew Kelly II
- Simon F Keogh
- Timothy Shea Kerrigan
- Jacqueline Marie Lakocy
- Nicholas Anthony Lentini
- Brandon Levine
- Howard Jay Levine
- Christopher M Maxey
- Steven Blair McCartin
- Ruth Miller
- Matthew Thomas Mills
- Scott Toshio Nishimura
- Quinlan Taylor Popham
- Alina Lee Santiago
- Adam Leslie Saumweber
- Nicolette May Seilus
- Jonathan Craig Sullivan
- Jonathan Ryan Warner
- Bryan Ross Wasserman
- Teresa Louise Yragui
Staff
- 66 employees
- 32 in advisory functions
- 32 state-registered reps
- 23 broker-dealer reps
- 31 insurance agents
- 2 soliciting firms
- Owns 25% to 50% of Continuum Advisory, LLC
Brian Damiani
Control person · since March 2016
- Owns 25% to 50% of Continuum Advisory, LLC
Timothy Kerrigan
Control person · since March 2016
- Owns 25% to 50% of Continuum Advisory, LLC
Michael Kelly
Control person · since March 2016
Continuum Advisory’s regulatory assets grew 3.4× from $566M (May 2021) to $1.91B (March 2026); clients rose from 2,815 to 3,461 and employees from 61 to 66.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.91B | 3,461 | 66 | 18 |
| March 2025 | $1.42B | 2,849 | 69 | 19 |
| June 2024 | $1.29B | 2,045 | 66 | 14 |
| March 2023 | $1.02B | 2,045 | 67 | 20 |
| March 2022 | $820M | 2,619 | 61 | 18 |
| May 2021 | $566M | 2,815 | 61 | 19 |
Besides its headquarters, Continuum Advisory has 17 offices (3 private residences, listed without an address), with 15 listed addresses across 11 states.
California · 3 listed addresses
- 2600 E. Bidwell Street, Folsom
- 24359 Walnut Street, Santa Clarita
- 14570 Mono Way, Sonora
Maryland · 2 listed addresses
- 810 E. College Parkway, Annapolis
- 1563 Postal Road, Chester
Montana · 2 listed addresses
- 161 W Haley Springs Road, Bozeman
- 233 E Main St, Bozeman
Arizona · 1 listed address
- 7250 N. 16th Street, Phoenix
Arkansas · 1 listed address
- 1913 N. Walton BLVD, Bentonville
Florida · 1 listed address
- 3808 Gunn Highway, Tampa
Hawaii · 1 listed address
- 1888 Kalakaua Avenue, Honolulu
Idaho · 1 listed address
- 873 E. State Street, EagleHQ
Missouri · 1 listed address
- 126 Westwoods Drive, Liberty
Pennsylvania · 1 listed address
- 230 S. Broad St., Philadelphia
Vermont · 1 listed address
- 188 S. Main Street, Stowe
Other business names
Continuum Advisory has reported 17 other business names to the SEC.
- 3 Financial Group
- Athenable Investment Strategies
- Clark Street Financial
- Hanover Financial - Bozeman, MT
- Hanover Financial - NY, NY
- Hanover Financial Group
- Kelly Financial Advisors, LLC
- Lentini Financial Advisory
- Lifetime Continuum
- McCartin Financial Services
- Mosaic Financial Group
- Rassler Financial
Show all 17 names
- Thomann Financial Services
- Transitional Wealth Strategies
- Wealth Management Associates
- Wealth Management Associates - Bozeman, MT
- Wealth Management Associates - Folsom, Ca
Contact and registration details
- Legal name
- Continuum Advisory, LLC
- Headquarters
- 873 E. State Street, Eagle, ID 83616
- Website
- Not reported
- Phone
- 208-417-1933
- SEC file
- 801-107439
- Structure
- Delaware LLC
- Fiscal year end
- December
Continuum Advisory uses Charles Schwab ($377M, 100%) and MTG ($1.47M, 0%) as custodians for its separately managed accounts. Continuum Advisory has custody of $561M in client assets for 1,958 clients.
- Charles SchwabCharles Schwab Corporation · Westlake, TX · $377M100%
- MTGMTG, LLC · New York, NY · $1.47M0%
At year end, Continuum Advisory’s separately managed accounts were mostly in funds (54%) and stocks (42%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.24B across 1,986 positions; the largest are Apple Inc. (3.8%), Capital Group Dividend Value ETF (3.7%) and Walmart Inc. (3.3%).
What the accounts hold
- Stocks42%
- Funds54%
- Pooled vehicles38%
- Registered funds16%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash2%
Reported 13F holdings
- $1.24B
- Reported 13F value
- 1,986
- Positions
- 28.2%
- In the 10 largest
- +18.6%
- Value vs. prior quarter
- Apple Inc.3.8%
- Capital Group Dividend Value ETFETF3.7%
- Walmart Inc.3.3%
- Micron Technology Inc.2.8%
- JPMORGAN Core Plus Bond ETFETF2.8%
- Pimco Multisector Bond Active Exchange-traded FundETF2.6%
- Vanguard Morningstar Total Stock Market ETFETF2.6%
- Capital Group Core Bond ETFETF2.4%
- Vanguard Extended Market ETFETF2.2%
- Nvidia Corporation1.9%
Together, the ten largest are 28.2% of reported value.
How many clients does Continuum Advisory have?
Continuum Advisory has 3,461 clients and manages $1.91 billion for them, as of March 2026. They include 2,442 individual clients, 902 high-net-worth individuals, and 47 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Continuum Advisory offer?
Continuum Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Continuum Advisory use?
Continuum Advisory’s separately managed account assets are held at Charles Schwab Corporation (Westlake, TX), with $377M and MTG, LLC (New York, NY), with $1.47M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Continuum Advisory have?
Continuum Advisory has 32 investment adviser representatives registered with state securities authorities, out of 66 employees, and 32 perform investment advisory functions. 23 employees are registered representatives of a broker-dealer and 31 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Continuum Advisory invest in?
At the end of its last fiscal year, Continuum Advisory’s separately managed accounts held 42% exchange-traded equities, 38% pooled vehicles (private funds and similar), 16% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Continuum Advisory?
Continuum Advisory’s direct owners are Brian Damiani, Timothy Kerrigan and Michael Kelly, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Continuum Advisory get paid?
Continuum Advisory is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Continuum Advisory?
Continuum Advisory’s main office is at 873 E. State Street, Eagle, ID 83616. Its phone number is 208-417-1933.