{
  "crd_number": 165694,
  "slug": "continuum-financial-partners-llc-el-dorado-hills-ca-165694",
  "primary_business_name": "CONTINUUM FINANCIAL PARTNERS, LLC",
  "legal_name": "CONTINUUM FINANCIAL PARTNERS, LLC",
  "dbas": [],
  "city": "El Dorado Hills",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "40900",
  "metro": {
    "cbsa_code": "40900",
    "common_name": "Sacramento",
    "msa_name": "Sacramento-Roseville-Folsom, CA",
    "path": "/advisors/ca/sacramento"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2013-02-06",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 24411008.0,
  "raum_discretionary": 24411008.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 222010.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 1035240.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 23153758.0,
      "count": 22
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://continuumfinancialpartners.com",
    "https://linkedin.com/IN/CMTORCHIANACFP"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165694",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "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?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "EL DORADO HILLS",
  "url": "https://advisorcensus.com/firm/continuum-financial-partners-llc-el-dorado-hills-ca-165694",
  "display_name": "Continuum Financial Partners, LLC",
  "summary": "Continuum Financial Partners, LLC is a state-registered investment advisory firm in El Dorado Hills, CA, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Continuum Financial Partners, LLC (CRD 165694): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Continuum Financial Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Continuum Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Continuum Financial Partners, LLC located?",
      "a": "Continuum Financial Partners, LLC's principal office is in El Dorado Hills, CA, according to its Form ADV."
    },
    {
      "q": "Is Continuum Financial Partners, LLC registered with the SEC or a state?",
      "a": "Continuum Financial Partners, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 165694."
    },
    {
      "q": "How much does Continuum Financial Partners, LLC manage?",
      "a": "Continuum Financial Partners, LLC reports $24,411,008 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Continuum Financial Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (22)."
    },
    {
      "q": "Does Continuum Financial Partners, LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165694"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/continuum-financial-partners-llc-el-dorado-hills-ca-165694.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 222010.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 23153758.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1035240.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165694",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}