AdvisorCensus / Financial advisors / Idaho / Boise City / Continuum Advisory, LLC
Continuum Advisory, LLC is an SEC-registered investment advisory firm in Eagle, ID, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Continuum Advisory, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Continuum Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Continuum Advisory, LLC located?
Continuum Advisory, LLC's principal office is in Eagle, ID, according to its Form ADV; the April 2026 filing also lists 13 other offices (Schedule D, Section 1.F).
Is Continuum Advisory, LLC registered with the SEC or a state?
Continuum Advisory, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283155.
How much does Continuum Advisory, LLC manage?
Continuum Advisory, LLC reports $1,907,940,341 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).
How have Continuum Advisory, LLC's assets and staff changed since 2021?
In the Form ADV data for Continuum Advisory, LLC: Regulatory assets under management: $565,989,652 in the October 2021 data and $1,907,940,341 in the October 2026 data, up 237%. Total employees: 61 in October 2021 and 66 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Continuum Advisory, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,442); high net worth individuals (902); pension and profit sharing plans (but not the plan participants or government pension plans) (47).
Which custodians does Continuum Advisory, LLC use?
Continuum Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Betterment Securities and Charles Schwab as custodians holding 10% or more of its separately managed account assets.
Does Continuum Advisory, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283155
What changed in Continuum Advisory, LLC's recent Form ADV filings?
In the April 2026 filing data: No longer lists the business name American Financial Management. Added the business name Wealth Management Associates - Folsom, CA. Added the business name Lifetime Continuum. Employees performing advisory functions went from 33 to 32. Regulatory assets under management went from $1,417,081,752 to $1,907,940,341 (+35%). Registered or notice-filed in AL, IN, KY, MS, NE, OK, RI, SD, WV, WY.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,907,940,341 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- 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, THOMANN FINANCIAL SERVICES, TRANSITIONAL WEALTH STRATEGIES, WEALTH MANAGEMENT ASSOCIATES, WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT, WEALTH MANAGEMENT ASSOCIATES - FOLSOM, CA
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (10 years)
- Employees
- Total: 66. Performing investment advisory functions: 32.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
13 other offices, as of the April 2026 filing
- States registered or notice-filed
-
48 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,907,940,341 | 66 | March 30, 2026 |
| October 2025 | $1,417,081,752 | 69 | March 28, 2025 |
| October 2024 | $1,292,188,582 | 66 | June 12, 2024 |
| October 2023 | $1,019,114,914 | 67 | September 12, 2023 |
| October 2022 | $820,093,491 | 61 | March 30, 2022 |
| October 2021 | $565,989,652 | 61 | September 8, 2021 |
Regulatory assets under management: $565,989,652 in the October 2021 data and $1,907,940,341 in the October 2026 data, up 237%.
Total employees: 61 in October 2021 and 66 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- No longer lists the business name American Financial Management.
- Added the business name Wealth Management Associates - Folsom, CA.
- Added the business name Lifetime Continuum.
- Employees performing advisory functions went from 33 to 32.
- Regulatory assets under management went from $1,417,081,752 to $1,907,940,341 (+35%).
- Registered or notice-filed in AL, IN, KY, MS, NE, OK, RI, SD, WV, WY.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Continuum Advisory, LLC (CRD 283155): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/continuum-advisory-llc-eagle-id-283155