# Continental Investors Services, Inc.

> Continental Investors Services, Inc. is an SEC-registered investment advisory firm in Longview, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 29775
- Filed as: CONTINENTAL INVESTORS SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Longview, WA
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/29775
- AdvisorCensus page: https://advisorcensus.com/firm/continental-investors-services-inc-longview-wa-29775

## Quick answers

**How is Continental Investors Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Continental Investors Services, Inc. reports these compensation arrangements: a percentage of assets under its management; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Continental Investors Services, Inc. located?**
Continental Investors Services, Inc.'s principal office is in Longview, WA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Continental Investors Services, Inc. registered with the SEC or a state?**
Continental Investors Services, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 29775.

**How much does Continental Investors Services, Inc. manage?**
Continental Investors Services, Inc. reports $231,851,196 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**How have Continental Investors Services, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Continental Investors Services, Inc.: Regulatory assets under management: $98,540,328 in the October 2022 data and $231,851,196 in the October 2026 data, up 135%. Total employees: 16 in October 2022 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Continental Investors Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (824); charitable organizations (3).

**Does Continental Investors Services, Inc. report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/29775

**What changed in Continental Investors Services, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $196,792,432 to $231,851,196 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $231,851,196
- Discretionary: $231,851,196
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 824 | $231,851,196 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2021 (4 years)
- Employees: 14 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, FL, GA, ID, MA, MT, NC, ND, NJ, NV, NY, OK, OR, SD, TX, UT, WA, WY
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/29775

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Caldwell, ID

### Websites listed on Form ADV (Item 1.I)
- cisinvest.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $98,540,328 | 16 | September 21, 2022 |
| October 2023 | $152,080,000 | 16 | September 25, 2023 |
| October 2024 | $169,880,000 | 14 | September 27, 2024 |
| October 2025 | $169,880,000 | 14 | September 27, 2024 |
| October 2026 | $231,851,196 | 14 | September 24, 2026 |

Regulatory assets under management: $98,540,328 in the October 2022 data and $231,851,196 in the October 2026 data, up 135%.
Total employees: 16 in October 2022 and 14 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $196,792,432 to $231,851,196 (+18%).

### August 2026
- Registered or notice-filed in MT, NC.

### June 2026
- Registered or notice-filed in SD.

### January 2026
- Regulatory assets under management went from $169,880,000 to $196,792,432 (+16%).

### December 2025
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Continental Investors Services, Inc. (CRD 29775): Form ADV filing data as of October 2026.